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icono de CEV

Eaton Vance California Municipal Income Trust
CEV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 1.42 M +USD 2.61 k +254 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
USD 1.41 M +USD 165 k +16,036 +14%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
USD 1.27 M – – –
Guggenheim Capital
4
Guggenheim Capital
Illinois
USD 886 k -USD 868 k -84,437 -50%
WMG
5
WESCAP Management Group
California
USD 693 k +USD 160 k +15,620 +31%
Wedbush Securities
6
Wedbush Securities
California
USD 692 k +USD 136 k +13,253 +25%
Cypress Wealth Services
7
Cypress Wealth Services
California
USD 668 k +USD 45.2 k +4,398 +7%
Raymond James Financial
8
Raymond James Financial
Florida
USD 595 k -USD 37.5 k -3,646 -6%
AF
9
Atala Financial
California
USD 553 k – – –
Wells Fargo
10
Wells Fargo
California
USD 516 k -USD 12.1 k -1,173 -2%
UBS Group
11
UBS Group
Switzerland
USD 432 k +USD 2.55 k +248 +0.6%
Stonebridge Financial Group
12
Stonebridge Financial Group
California
USD 278 k +USD 272 k +26,500 Nuevas
Wealthspire Advisors (New York)
13
Wealthspire Advisors (New York)
New York
USD 255 k – – –
Evolve Private Wealth
14
Evolve Private Wealth
California
USD 232 k -USD 16.5 k -1,606 -7%
MWM
15
Melfa Wealth Management
Massachusetts
USD 218 k – – –
Plancorp LLC
16
Plancorp LLC
Missouri
USD 211 k – – –
First American Trust
17
First American Trust
California
USD 210 k – – –
WA
18
Whipplewood Advisors
Colorado
USD 197 k +USD 8.07 k +785 +4%
Mariner
19
Mariner
Kansas
USD 192 k – – –
Vanguard Capital Wealth Advisors
20
Vanguard Capital Wealth Advisors
Colorado
USD 168 k -USD 10.3 k -1,000 -6%
HRT Financial
21
HRT Financial
New York
USD 142 k +USD 139 k +13,546 Nuevas
Mather Group
22
Mather Group
Illinois
USD 127 k – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 122 k +USD 2.99 k +291 +3%
Citadel Advisors
24
Citadel Advisors
Florida
USD 107 k +USD 105 k +10,178 Nuevas
Pasadena Private Wealth
25
Pasadena Private Wealth
California
USD 105 k – – –
1
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