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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 7.75 M +USD 453 k +32,230 +6%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 6.62 M +USD 208 k +14,786 +3%
Morgan Stanley
3
Morgan Stanley
New York
USD 5.32 M +USD 126 k +8,943 +3%
Invesco
4
Invesco
Georgia
USD 4.92 M +USD 375 k +26,674 +9%
LPL Financial
5
LPL Financial
California
USD 3.96 M -USD 2.4 M -170,515 -39%
JFS Wealth Advisors
6
JFS Wealth Advisors
Pennsylvania
USD 3.81 M +USD 17.6 k +1,250 +0.5%
UBS Group
7
UBS Group
Switzerland
USD 3.77 M -USD 640 k -45,518 -15%
Bank of America
8
Bank of America
North Carolina
USD 3.35 M -USD 492 k -34,991 -13%
Wells Fargo
9
Wells Fargo
California
USD 1.81 M +USD 123 k +8,754 +8%
NPC
10
National Planning Corporation
California
USD 798 k – – –
Hollencrest Capital Management
11
Hollencrest Capital Management
California
USD 741 k -USD 43.8 k -3,120 -6%
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 663 k +USD 68.6 k +4,881 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 473 k -USD 146 k -10,416 -24%
SAM
14
Shamrock Asset Management
Texas
USD 384 k -USD 26.3 k -1,875 -7%
Raymond James Financial Services Advisors
15
Raymond James Financial Services Advisors
Florida
USD 377 k +USD 4.92 k +350 +1%
Regions Financial Corp
16
Regions Financial Corp
Alabama
USD 317 k – – –
Whittier Trust
17
Whittier Trust
California
USD 294 k – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 279 k -USD 34.1 k -2,426 -11%
Wedbush Securities
19
Wedbush Securities
California
USD 267 k +USD 17.6 k +1,250 +7%
First Foundation Advisors
20
First Foundation Advisors
California
USD 261 k – – –
Next Financial Group
21
Next Financial Group
Texas
USD 243 k – – –
DI
22
Diligent Investors
California
USD 209 k – – –
Ameriprise
23
Ameriprise
Minnesota
USD 162 k +USD 156 k +11,122 Nuevas
Apriem Advisors
24
Apriem Advisors
California
USD 155 k – – –
CG
25
Cutler Group
California
USD 142 k – – –
1
2