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icono de VCV

Invesco California Value Municipal Income Trust

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 6.51 M +USD 2.22 M +167,770 +53%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 4.85 M -USD 44 k -3,333 -0.9%
Advisors Asset Management
3
Advisors Asset Management
Colorado
USD 4.8 M +USD 606 k +45,902 +15%
JFS Wealth Advisors
4
JFS Wealth Advisors
Pennsylvania
USD 4.14 M +USD 213 k +16,103 +5%
UBS Group
5
UBS Group
Switzerland
USD 3.35 M +USD 43.3 k +3,276 +1%
Invesco
6
Invesco
Georgia
USD 3.19 M – – –
L & S Advisors
7
L & S Advisors
California
USD 2.62 M +USD 864 k +65,407 +50%
LPL Financial
8
LPL Financial
California
USD 2.3 M +USD 58.5 k +4,425 +3%
Morgan Stanley
9
Morgan Stanley
New York
USD 2.29 M -USD 3.06 M -231,919 -57%
Global Endowment Management
10
Global Endowment Management
North Carolina
USD 1.41 M -USD 3.96 k -300 -0.3%
Sit Investment Associates
11
Sit Investment Associates
Minnesota
USD 1.32 M -USD 441 k -33,376 -25%
Wells Fargo
12
Wells Fargo
California
USD 1.1 M +USD 515 +39 +0%
Hollencrest Capital Management
13
Hollencrest Capital Management
California
USD 721 k +USD 383 +29 +0.1%
National Planning Corporation
14
National Planning Corporation
California
USD 657 k +USD 648 k +49,050 +4,459%
Tradewinds Capital Management
15
Tradewinds Capital Management
Washington
USD 377 k -USD 10.6 k -800 -3%
Regions Financial Corp
16
Regions Financial Corp
Alabama
USD 341 k +USD 39.6 k +3,000 +13%
SAM
17
Shamrock Asset Management
Texas
USD 320 k – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 313 k +USD 1.56 k +118 +0.5%
Stifel Financial
19
Stifel Financial
Missouri
USD 274 k – – –
Aviance Capital Management
20
Aviance Capital Management
Florida
USD 242 k +USD 2.36 k +179 +1%
Ladenburg Thalmann Financial Services
21
Ladenburg Thalmann Financial Services
Florida
USD 190 k +USD 136 k +10,257 +260%
DI
22
Diligent Investors
California
USD 189 k – – –
Ameriprise
23
Ameriprise
Minnesota
USD 180 k +USD 178 k +13,443 Nuevas
Wedbush Securities
24
Wedbush Securities
California
USD 164 k +USD 162 k +12,233 Nuevas
Apriem Advisors
25
Apriem Advisors
California
USD 142 k – – –