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B. Riley Wealth Advisors’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

B. Riley Wealth Advisors’s Portfolio MSDL Stock Details MSDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,252
Closed -$271K – 1237
2024
Q3 		$271K Buy
+13,252
New +$271K 0.01% 1007