Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
B RILEY WEALTH MANAGEMENT INC | 09-09-2022 | 06-30-2022 | 756 | 85,320,052,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PHYSICIANS RLTY TR | COM | 601 | $326,000 | 18,687 | 0.00 | 0.02 | 6,720 | 56.15 | 06-30-2022 |
VANGUARD WORLD FD | MEGA CAP INDEX | 602 | $322,000 | 2,446 | 0.00 | 0.06 | -2,289 | -48.34 | 06-30-2022 |
DOMINOS PIZZA INC | COM | 603 | $320,000 | 821 | 0.00 | 0.02 | 232 | 39.39 | 06-30-2022 |
ISHARES TR | IBOXX INV CP ETF | 604 | $318,000 | 2,894 | 0.00 | 0.02 | 593 | 25.77 | 06-30-2022 |