B. Riley Wealth Advisors, Inc.
Position in CAFX — Congress Intermediate Bond ETF
CIK 1464811
MEMPHIS, TN
All Filings in CAFX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CAFX | $3,190,146 | 128,609 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 CAFX | $2,960,775 | 118,360 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 CAFX | $2,220,825 | 88,762 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 CAFX | $1,147,988 | 46,030 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||