BRWA
EVEX icon

B. Riley Wealth Advisors’s Eve Holding EVEX Stock Holding History

B. Riley Wealth Advisors’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8K Buy
11,822
+1,000
+9% +$2.88K ﹤0.01% 888
2026
Q1 		$25.8K Hold
10,822
– – ﹤0.01% 859
2025
Q4 		$43.2K Hold
10,822
– – ﹤0.01% 981
2025
Q3 		$41.2K Buy
10,822
+724
+7% +$3.85K ﹤0.01% 1013
2025
Q2 		$69.3K Buy
+10,098
New +$45K ﹤0.01% 981

Other funds holding EVEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return