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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
Guggenheim Capital
1
Guggenheim Capital
Illinois
USD 6.92 M +USD 509 k +37,637 +8%
LPL Financial
2
LPL Financial
California
USD 6.12 M +USD 879 k +65,030 +17%
Advisors Asset Management
3
Advisors Asset Management
Colorado
USD 6.09 M +USD 553 k +40,936 +10%
Morgan Stanley
4
Morgan Stanley
New York
USD 4.93 M -USD 79.6 k -5,888 -2%
Invesco
5
Invesco
Georgia
USD 4.31 M +USD 24.9 k +1,841 +0.6%
UBS Group
6
UBS Group
Switzerland
USD 4.21 M +USD 708 k +52,346 +21%
Bank of America
7
Bank of America
North Carolina
USD 3.67 M -USD 3.84 M -283,904 -52%
JFS Wealth Advisors
8
JFS Wealth Advisors
Pennsylvania
USD 3.6 M +USD 135 k +10,000 +4%
Wells Fargo
9
Wells Fargo
California
USD 1.6 M -USD 77.6 k -5,738 -5%
National Planning Corporation
10
National Planning Corporation
California
USD 793 k -USD 9.8 k -725 -1%
Hollencrest Capital Management
11
Hollencrest Capital Management
California
USD 748 k – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 594 k +USD 219 k +16,231 +61%
Ladenburg Thalmann Financial Services
13
Ladenburg Thalmann Financial Services
Florida
USD 563 k +USD 181 k +13,377 +49%
Tradewinds Capital Management
14
Tradewinds Capital Management
Washington
USD 391 k – – –
SAM
15
Shamrock Asset Management
Texas
USD 391 k +USD 25.3 k +1,875 +7%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 354 k – – –
Regions Financial Corp
17
Regions Financial Corp
Alabama
USD 301 k – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 299 k +USD 1.91 k +141 +0.7%
Whittier Trust
19
Whittier Trust
California
USD 279 k – – –
First Foundation Advisors
20
First Foundation Advisors
California
USD 248 k – – –
Wedbush Securities
21
Wedbush Securities
California
USD 237 k -USD 9.46 k -700 -4%
Next Financial Group
22
Next Financial Group
Texas
USD 231 k +USD 20.3 k +1,500 +10%
DI
23
Diligent Investors
California
USD 199 k – – –
Apriem Advisors
24
Apriem Advisors
California
USD 148 k – – –
CG
25
Cutler Group
California
USD 135 k – – –
1
2