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 |
---|---|---|---|---|---|---|---|---|---|
GARMIN LTD | SHS | 801 | $215,000 | 2,184 | 0.00 | 0.02 | -232 | -9.60 | 06-30-2022 |
OCCIDENTAL PETE CORP | COM | 802 | $214,000 | 3,641 | 0.00 | 3,641 | +Inf | 06-30-2022 | |
EATON VANCE LTD DURATION INC | COM | 803 | $211,000 | 20,472 | 0.00 | 0.02 | 2,518 | 14.02 | 06-30-2022 |
ISHARES U S ETF TR | INT RT HDG C B | 804 | $210,000 | 2,325 | 0.00 | 0.02 | -31 | -1.32 | 06-30-2022 |