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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
CNWM
26
Clay Northam Wealth Management
California
USD 315 k +USD 1.54 k +145 +0.5%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
USD 292 k +USD 271 k +25,543 +1,696%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
USD 292 k +USD 510 +48 +0.2%
Jane Street
29
Jane Street
New York
USD 287 k +USD 283 k +26,641 Nuevas
Stratos Wealth Partners
30
Stratos Wealth Partners
Ohio
USD 267 k +USD 262 k +24,700 Nuevas
Creative Planning
31
Creative Planning
Kansas
USD 245 k – – –
Stifel Financial
32
Stifel Financial
Missouri
USD 226 k +USD 78.3 k +7,372 +54%
Vanguard Capital Wealth Advisors
33
Vanguard Capital Wealth Advisors
Colorado
USD 216 k – – –
XTX Topco
34
XTX Topco
Cayman Islands
USD 206 k +USD 203 k +19,069 Nuevas
NWF Advisory Services
35
NWF Advisory Services
California
USD 197 k +USD 10.6 k +1,000 +6%
Savvy Advisors Inc
36
Savvy Advisors Inc
New York
USD 184 k – – –
Everett Harris & Co
37
Everett Harris & Co
California
USD 173 k – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
USD 172 k +USD 3.04 k +286 +2%
SteelPeak Wealth
39
SteelPeak Wealth
California
USD 170 k – – –
TIA
40
TCFG Investment Advisors
California
USD 145 k – – –
KA
41
Kercheville Advisors
Texas
USD 140 k – – –
RCM
42
RB Capital Management
Nevada
USD 140 k +USD 2.46 k +232 +2%
WestHill Financial Advisors
43
WestHill Financial Advisors
California
USD 129 k – – –
TPW
44
Tiller Private Wealth
Pennsylvania
USD 128 k +USD 126 k +11,894 Nuevas
TWM
45
TriaGen Wealth Management
California
USD 111 k – – –
Eclectic Associates
46
Eclectic Associates
California
USD 111 k -USD 31.3 k -2,943 -22%
Mather Group
47
Mather Group
Illinois
USD 94.3 k – – –
US Bancorp
48
US Bancorp
Minnesota
USD 93.9 k – – –
Hollencrest Capital Management
49
Hollencrest Capital Management
California
USD 55.7 k – – –
IAIM
50
International Assets Investment Management
Florida
USD 22.7 k – – –
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