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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 7.75 M +USD 119 k +9,544 +2%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 5.17 M +USD 958 k +76,932 +23%
Advisors Asset Management
3
Advisors Asset Management
Colorado
USD 4.95 M +USD 272 k +21,880 +6%
Invesco
4
Invesco
Georgia
USD 3.78 M +USD 3.74 M +300,686 Nuevas
JFS Wealth Advisors
5
JFS Wealth Advisors
Pennsylvania
USD 3.77 M – – –
UBS Group
6
UBS Group
Switzerland
USD 2.98 M -USD 259 k -20,842 -8%
Morgan Stanley
7
Morgan Stanley
New York
USD 2.9 M +USD 583 k +46,802 +25%
LPL Financial
8
LPL Financial
California
USD 2.2 M +USD 39.9 k +3,207 +2%
L & S Advisors
9
L & S Advisors
California
USD 1.82 M -USD 922 k -74,094 -34%
Wells Fargo
10
Wells Fargo
California
USD 1.1 M -USD 49.5 k -3,978 -4%
Laurion Capital Management
11
Laurion Capital Management
New York
USD 1.02 M +USD 1.01 M +81,435 Nuevas
National Planning Corporation
12
National Planning Corporation
California
USD 737 k – – –
Hollencrest Capital Management
13
Hollencrest Capital Management
California
USD 678 k – – –
Landscape Capital Management
14
Landscape Capital Management
New Jersey
USD 474 k -USD 23.7 k -1,902 -5%
Tradewinds Capital Management
15
Tradewinds Capital Management
Washington
USD 355 k – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 310 k +USD 12.4 k +1,000 +4%
SAM
17
Shamrock Asset Management
Texas
USD 301 k – – –
Regions Financial Corp
18
Regions Financial Corp
Alabama
USD 273 k – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 268 k -USD 35.1 k -2,818 -12%
Ladenburg Thalmann Financial Services
20
Ladenburg Thalmann Financial Services
Florida
USD 264 k +USD 8.91 k +716 +4%
Sit Investment Associates
21
Sit Investment Associates
Minnesota
USD 251 k +USD 249 k +20,000 Nuevas
Wedbush Securities
22
Wedbush Securities
California
USD 223 k +USD 64.7 k +5,200 +41%
DI
23
Diligent Investors
California
USD 185 k – – –
Next Financial Group
24
Next Financial Group
Texas
USD 176 k +USD 127 k +10,189 +267%
Curi RMB Capital
25
Curi RMB Capital
Illinois
USD 143 k +USD 141 k +11,348 Nuevas