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B. Riley Wealth Advisors, Inc. → AOD
B. Riley Wealth Advisors, Inc. AOD Position History
Abrdn Total Dynamic Dividend Fund • Financial Services
Quarters held
6
Latest value
$588K
Q3 2026
Peak value
$588K
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $380K |
| Q3 2025 | $510K |
| Q4 2025 | $482K |
| Q1 2026 | $393K |
| Q2 2026 | $538K |
| Q3 2026 | $588K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $588K | 57.8K | — | — |
| Q2 2026 | $538K | 52.1K | — | — |
| Q1 2026 | $393K | 44.4K | — | — |
| Q4 2025 | $482K | 49.4K | — | — |
| Q3 2025 | $510K | 53.9K | — | — |
| Q1 2025 | $380K | 45.3K | — | — |
Other funds holding AOD
$82.4M
$82.4M
$79.8M
$79.8M
$79.1M
$72.7M
$72.1M
$69.6M