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icono de VCV

Invesco California Value Municipal Income Trust
VCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 30.7 M +USD 951 k +89,501 +3%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 15 M +USD 1.65 M +155,317 +13%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 10.8 M -USD 1.79 M -169,007 -14%
Hennion & Walsh Asset Management
4
Hennion & Walsh Asset Management
New Jersey
USD 6.15 M +USD 1.05 M +99,089 +21%
Wells Fargo
5
Wells Fargo
California
USD 6 M +USD 119 k +11,226 +2%
LPL Financial
6
LPL Financial
California
USD 4.18 M +USD 444 k +41,786 +12%
UBS Group
7
UBS Group
Switzerland
USD 2.69 M -USD 55.1 k -5,188 -2%
Bank of America
8
Bank of America
North Carolina
USD 1.92 M +USD 101 k +9,521 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 1.61 M +USD 266 k +25,069 +20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
USD 1.35 M +USD 21.7 k +2,046 +2%
Ameriprise
11
Ameriprise
Minnesota
USD 837 k +USD 192 k +18,090 +30%
Cypress Wealth Services
12
Cypress Wealth Services
California
USD 773 k +USD 13.5 k +1,269 +2%
Wedbush Securities
13
Wedbush Securities
California
USD 764 k +USD 362 k +34,101 +93%
D.A. Davidson & Co
14
D.A. Davidson & Co
Montana
USD 727 k -USD 42 k -3,958 -6%
Sanctuary Advisors
15
Sanctuary Advisors
Indiana
USD 654 k +USD 49.9 k +4,695 +8%
MAI Capital Management
16
MAI Capital Management
Ohio
USD 628 k +USD 619 k +58,247 Nuevas
PWSG
17
Pacific Wealth Strategies Group
California
USD 501 k -USD 215 k -20,263 -30%
Western Wealth Management
18
Western Wealth Management
Colorado
USD 485 k +USD 4.13 k +389 +0.9%
Raymond James Financial
19
Raymond James Financial
Florida
USD 483 k -USD 36.4 k -3,427 -7%
CWP
20
Core Wealth Partners
California
USD 441 k – – –
ACP
21
Argyle Capital Partners
California
USD 436 k -USD 61.6 k -5,800 -13%
PA
22
ProCore Advisors
California
USD 395 k – – –
Kestra Advisory Services
23
Kestra Advisory Services
Texas
USD 391 k +USD 112 k +10,510 +41%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 367 k -USD 3.13 k -295 -0.9%
Mirador Capital Partners
25
Mirador Capital Partners
California
USD 316 k +USD 186 k +17,500 +149%
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