¡Ya estamos en ! Descubre más
icono de VCV

Invesco California Value Municipal Income Trust

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 7.76 M +USD 769 k +62,428 +11%
Bank of America
2
Bank of America
North Carolina
USD 7.69 M +USD 1.22 M +98,726 +19%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 7.1 M +USD 124 k +10,073 +2%
Advisors Asset Management
4
Advisors Asset Management
Colorado
USD 5.59 M -USD 50.3 k -4,083 -0.9%
UBS Group
5
UBS Group
Switzerland
USD 4.06 M +USD 971 k +78,836 +31%
LPL Financial
6
LPL Financial
California
USD 3.94 M +USD 81.2 k +6,597 +2%
Invesco
7
Invesco
Georgia
USD 3.81 M -USD 141 k -11,488 -4%
Landscape Capital Management
8
Landscape Capital Management
New Jersey
USD 3.48 M +USD 870 k +70,649 +33%
JFS Wealth Advisors
9
JFS Wealth Advisors
Pennsylvania
USD 2.85 M – – –
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
USD 1.96 M -USD 11.2 k -908 -0.6%
Mariner Investment Group
11
Mariner Investment Group
New York
USD 1.33 M -USD 162 k -13,140 -11%
Wells Fargo
12
Wells Fargo
California
USD 1.22 M -USD 319 k -25,944 -21%
First Foundation Advisors
13
First Foundation Advisors
California
USD 755 k +USD 273 k +22,198 +57%
Laurion Capital Management
14
Laurion Capital Management
New York
USD 720 k +USD 292 k +23,711 +68%
National Planning Corporation
15
National Planning Corporation
California
USD 681 k – – –
Hollencrest Capital Management
16
Hollencrest Capital Management
California
USD 640 k – – –
Doliver Advisors
17
Doliver Advisors
Texas
USD 611 k – – –
Edge Wealth Management
18
Edge Wealth Management
New York
USD 578 k – – –
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 547 k -USD 82.3 k -6,685 -13%
RB Capital Management
20
RB Capital Management
Nevada
USD 520 k +USD 51.5 k +4,187 +11%
JP Morgan Private Wealth Advisors
21
JP Morgan Private Wealth Advisors
California
USD 519 k +USD 519 k +42,142 Nuevas
Curi RMB Capital
22
Curi RMB Capital
Illinois
USD 407 k -USD 613 k -49,758 -60%
Stifel Financial
23
Stifel Financial
Missouri
USD 389 k +USD 81.3 k +6,600 +26%
Wolverine Asset Management
24
Wolverine Asset Management
Illinois
USD 382 k -USD 36.4 k -2,960 -9%
SAM
25
Shamrock Asset Management
Texas
USD 329 k +USD 9.9 k +806 +3%