BRWA
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B. Riley Wealth Advisors’s Global Partners GLP Stock Holding History

B. Riley Wealth Advisors’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.25M Sell
26,816
-1,405
-5% -$69.6K 0.04% 386
2024
Q3 		$1.31M Sell
28,221
-570
-2% -$24.2K 0.04% 429
2024
Q2 		$1.31M Buy
28,791
+18
+0.1% +$831 0.03% 454
2024
Q1 		$1.02M Hold
28,773
– – 0.03% 519
2023
Q4 		$1.22M Hold
28,773
– – 0.03% 468
2023
Q3 		$1.02M Hold
28,773
– – 0.03% 519
2023
Q2 		$884K Hold
28,773
– – 0.02% 607
2023
Q1 		$893K Sell
28,773
-607
-2% -$20.5K 0.02% 575
2022
Q4 		$1.02M Sell
29,380
-1,336
-4% -$41.3K 0.03% 527
2022
Q3 		$761K Buy
30,716
+1,336
+5% +$35.9K 0.02% 596
2022
Q2 		$691K Hold
29,380
– – 0.03% 533
2022
Q1 		$802K Sell
29,380
-200
-0.7% -$5.26K 0.03% 554
2021
Q4 		$695K Hold
29,580
– – 0.02% 655
2021
Q3 		$627K Sell
29,580
-2,160
-7% -$48.7K 0.02% 687
2021
Q2 		$823K Buy
31,740
+2,432
+8% +$59.6K 0.03% 583
2021
Q1 		$627K Buy
+29,308
New +$590K 0.02% 627

Other funds holding GLP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return