B. Riley Wealth Advisors, Inc.
Position in APMU — ActivePassive Intermediate Municipal Bond ETF
CIK 1464811
MEMPHIS, TN
All Filings in APMU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 APMU | $2,336,100 | 93,857 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 APMU | $2,364,431 | 94,238 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 APMU | $1,950,989 | 77,605 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 APMU | $1,566,951 | 63,209 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 APMU | $1,580,429 | 63,985 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 APMU | $1,574,961 | 63,880 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 APMU | $1,416,662 | 56,416 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 APMU | $1,367,774 | 55,578 | Shares | Sole | 2024-08-19 | |
| 2023-12-31 APMU | $224,032 | 8,947 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||