Selective Wealth Management, Inc. Riverfront Strategic Income Fd Transaction History

Selective Wealth Management, Inc.

$223 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	BUY	$22.53 - $23.05 $593,620 - $607,321	26,348 New	26,348 $598,000

Others Institutions Holding RIGS

# of Institutions

42

Shares Held

2.52M

Call Options Held

0

Put Options Held

0

Elevated Capital Advisors, LLC Sandy, UT

558K
Shares

$13.1 Million
3.7% of portfolio
Lpl Financial LLC Fort Mill, SC

284K
Shares

$6.67 Million
0.0% of portfolio
Morgan Stanley New York, NY

270K
Shares

$6.35 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

205K
Shares

$4.81 Million
0.13% of portfolio
Envestnet Asset Management Inc

118K
Shares

$2.77 Million
0.0% of portfolio

About RIVERFRONT STRATEGIC INCOME FD

Ticker RIGS
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