B. Riley Wealth Advisors’s Ares Management ARES Stock Holding History

B. Riley Wealth Advisors’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$291K	Buy
2024 Q4	$289K	Sell
2024 Q3	$331K	Buy
2024 Q2	$248K	Sell
2024 Q1	$364K	Buy
2023 Q4	$226K	Sell
2023 Q3	$364K	Buy
2023 Q2	$234K	Sell
2023 Q1	$247K	Buy
2021 Q2	–	Sell
2021 Q1	$540K	Buy