PMFA
RIV

Plante Moran Financial Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Plante Moran Financial Advisors’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
2024
Q2 		– Sell
-3,757
Closed -$45.2K – 862
2024
Q1 		$45.2K Buy
+3,757
New +$43.7K ﹤0.01% 363

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Plante Moran Financial Advisors's RIV Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of RiverNorth Opportunities Fund (RIV) in Q2 2024, closing a stake of 3,757 shares — an estimated $45.2K sold.

Plante Moran Financial Advisors first reported a position in RIV in Q1 2024 and held it in 1 quarter. The position peaked at $45.2K in Q1 2024. 49 funds tracked by Wall St. Rank hold RIV as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining RiverNorth Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,757 RiverNorth Opportunities Fund shares in Q2 2024, an estimated $45.2K.
  • Plante Moran Financial Advisors first reported a position in RiverNorth Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's RiverNorth Opportunities Fund position peaked at $45.2K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.