B. Riley Wealth Advisors, Inc.
Position in APUE — ActivePassive U.S. Equity ETF
CIK 1464811
MEMPHIS, TN
All Filings in APUE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 APUE | $18,712,996 | 449,076 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 APUE | $16,536,860 | 405,514 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 APUE | $13,346,298 | 354,917 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 APUE | $11,421,153 | 336,114 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 APUE | $11,679,287 | 326,602 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 APUE | $11,254,810 | 319,376 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 APUE | $10,543,710 | 316,286 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 APUE | $1,346,659 | 41,731 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 APUE | $5,353,112 | 184,019 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 APUE | $1,089,179 | 41,731 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 APUE | $704,811 | 26,139 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||