B. Riley Financial, Inc. Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

B. Riley Financial, Inc.

$138 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	N/A	-5,550 Closed	0 $0
Q4 2017 Feb 09, 2018	SELL	N/A	-12,126 Reduced 68.6%	5,550 $216,000
Q3 2017 Nov 13, 2017	BUY	N/A	17,676	17,676 $669,000

Others Institutions Holding CWI

# of Institutions

235

Shares Held

42.6M

Call Options Held

6.7K

Put Options Held

60.7K

Bank Of America Corp Charlotte, NC

6.68M
Shares

$191 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.62M
Shares

$104 Million
0.07% of portfolio
High Tower Advisors, LLC Chicago, IL

1.76M
Shares

$50.4 Million
0.08% of portfolio
Avantax Planning Partners, Inc.

1.62M
Shares

$46.4 Million
1.78% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

1.53M
Shares

$43.7 Million
1.74% of portfolio

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of B. Riley Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on B. Riley Financial, Inc. with notifications on news.