Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| B RILEY WEALTH ADVISORS INC | 03-15-2024 | 12-31-2023 | 1386 | 3,714,157,530 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALVOTECH | ORDINARY SHARES | 951 | $574,000 | 50,000 | 0.00 | 50,000 | +Inf | 12-31-2023 | |
| ENPHASE ENERGY INC | COM | 952 | $573,935 | 4,343 | 0.00 | 0.00 | -1,696 | -28.08 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 953 | $573,887 | 16,874 | 0.00 | 0.00 | 254 | 1.53 | 12-31-2023 |
| ISHARES TR | 0-5YR INVT GR CP | 954 | $573,156 | 11,650 | 0.00 | 0.00 | -5,775 | -33.14 | 12-31-2023 |
