BRWA
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B. Riley Wealth Advisors’s Vertiv VRT Stock Holding History

B. Riley Wealth Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$999K Buy
+7,777
New +$999K 0.05% 345
2024
Q4 		$972K Buy
8,555
+2,053
+32% +$233K 0.03% 457
2024
Q3 		$660K Buy
6,502
+1,021
+19% +$104K 0.02% 641
2024
Q2 		$475K Buy
+5,481
New +$475K 0.01% 841