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icono de RVT

Royce Value Trust
RVT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HWP
201
Highline Wealth Partners
California
USD 2.53 k – – –
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
USD 2.12 k +USD 1.97 k +109 +2,180%
T
203
Tidemark
California
USD 2 k -USD 18 -1 -0.9%
LWM
204
Lodestone Wealth Management
Washington
USD 1.98 k – – –
DFA
205
DHJJ Financial Advisors
Illinois
USD 1.02 k – – –
Capital Analysts LLC
206
Capital Analysts LLC
Pennsylvania
USD 1 k – – –
Key Financial Inc
207
Key Financial Inc
Pennsylvania
USD 591 – – –
WhitTier Trust Company
208
WhitTier Trust Company
Nevada
USD 145 – – –
Russell Investments Group
209
Russell Investments Group
United Kingdom
USD 18 +USD 18 +1 Nuevas
MA
210
Menlo Advisors
California
– -USD 2.9 M -180,126 Cerradas
MPWS
211
McCarter Private Wealth Services
Massachusetts
– -USD 615 k -37,020 Cerradas
Simplicity Wealth
212
Simplicity Wealth
New Jersey
– -USD 295 k -17,757 Cerradas
Independent Advisor Alliance
213
Independent Advisor Alliance
North Carolina
– -USD 260 k -15,651 Cerradas
Creative Planning
214
Creative Planning
Kansas
– -USD 217 k -13,074 Cerradas
EPW
215
Endeavor Private Wealth
Kansas
– -USD 187 k -11,280 Cerradas
Strategic Blueprint
216
Strategic Blueprint
Georgia
– -USD 179 k -10,788 Cerradas
Zacks Investment Management
217
Zacks Investment Management
Illinois
– -USD 179 k -10,788 Cerradas
Formidable Asset Management
218
Formidable Asset Management
Ohio
– -USD 165 k -10,239 Cerradas
OA
219
Operose Advisors
Wisconsin
– -USD 116 k -7,000 Cerradas
Private Wealth Asset Management
220
Private Wealth Asset Management
Iowa
– -USD 90.8 k -5,469 Cerradas
FW
221
Fairway Wealth
Ohio
– -USD 33.2 k -2,000 Cerradas
OCM
222
Osbon Capital Management
Massachusetts
– -USD 24.7 k -1,490 Cerradas
Advisory Services Network
223
Advisory Services Network
Georgia
– -USD 21.6 k -1,300 Cerradas
GSEP
224
Golden State Equity Partners
California
– -USD 15.4 k -929 Cerradas
Beaird Harris Wealth Management
225
Beaird Harris Wealth Management
Texas
– -USD 4.13 k -249 Cerradas
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