MGWM
RIV

Marks Group Wealth Management’s RiverNorth Opportunities Fund RIV Stock Holding History

Marks Group Wealth Management’s Portfolio RIV Stock Details RIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Hold
2025
Q1 		$1.36M Hold
2024
Q4 		$1.33M Hold
2024
Q3 		$1.49M Buy
2024
Q2 		$1.41M Buy
2024
Q1 		$809K Hold
2023
Q4 		$738K Hold
2023
Q3 		$706K Hold
2023
Q2 		$769K Hold
2023
Q1 		$763K Buy