B. Riley Wealth Advisors, Inc.
Position in APIE — ActivePassive International Equity ETF
CIK 1464811
MEMPHIS, TN
All Filings in APIE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 APIE | $7,454,423 | 211,473 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 APIE | $7,914,220 | 222,873 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 APIE | $7,045,403 | 198,518 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 APIE | $6,736,504 | 202,176 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 APIE | $5,852,170 | 194,683 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 APIE | $5,309,313 | 189,483 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 APIE | $5,493,022 | 178,693 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 APIE | $4,586,442 | 161,154 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 APIE | $573,692 | 20,279 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 APIE | $2,440,398 | 91,555 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 APIE | $494,057 | 20,279 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 APIE | $314,116 | 12,299 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||