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Rivernorth Managed shares owned by ProVise Management Group

Quarter-by-quarter ownership of Rivernorth Managed (RMM) shares owned by ProVise Management Group from 13F filings

Historical chart of ProVise Management Group investment in Rivernorth Managed

Tip: Access up to 7 years of quarterly data

All positions including Rivernorth Managed held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rivernorth Managed by ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 130k 14.18
2023-09-30 $1.1M 77k 13.72
2023-06-30 $646k 43k 15.14
2023-03-31 $327k 22k 15.07

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
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Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

Top funds holding Rivernorth Managed

Wells Fargo & Company
Stratos Wealth Partners
Royal Bank of Canada
UBS Group
Stifel Financial
Logan Stone Capital
ProVise Management Group
Advisor Group Holdings
U.S. Capital Wealth Advisors
Landscape Capital Management
Raymond James & Associates
Elequin Capital
Rockefeller Capital Management
Wolverine Asset Management
Streettalk Advisors

View all funds holding Rivernorth Managed