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Kristen Frisby

@B. Riley Wealth Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$3.596BTotal holdings1263
Assets growth rate-8.47%Assets growth rate (2-Q avg)-1.11%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in B. Riley Wealth Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1263 positions.

Assets under management

The assets under management (AUM) of B. Riley Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.596B in assets, with a quarterly growth rate of -8.47% and a 2-quarter average growth rate of -1.11%. The portfolio is managed by Kristen Frisby, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UTENRbb Fd Inc
Recent Activity
Exited
0%
$1.924M
44,284 shares@ $43.46 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$1.841M
12,235 shares@ $150.44 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$1.84M
6,348 shares@ $289.84 avg price
GSLGlobal Ship Lease Inc New
Recent Activity
Exited
0%
$1.718M
59,671 shares@ $28.8 avg price
WESWestern Midstream Partners L
Recent Activity
Exited
0%
$1.147M
28,875 shares@ $39.74 avg price
ELFE L F Beauty Inc
Recent Activity
Exited
0%
$1.112M
5,277 shares@ $210.72 avg price
WNCWabash Natl Corp
Recent Activity
Exited
0%
$1.087M
49,760 shares@ $21.84 avg price
ATKRAtkore Inc
Recent Activity
Exited
0%
$1.066M
7,903 shares@ $134.93 avg price
SDVDFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$1.039M
49,941 shares@ $20.81 avg price
PAGPPlains Gp Hldgs L P
Recent Activity
Exited
0%
$1.005M
53,390 shares@ $18.82 avg price