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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
Morgan Stanley
1
Morgan Stanley
New York
USD 7.79 M -USD 169 k -13,435 -2%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 7.22 M -USD 54.8 k -4,361 -0.8%
Bank of America
3
Bank of America
North Carolina
USD 5.65 M -USD 2.23 M -177,040 -28%
Advisors Asset Management
4
Advisors Asset Management
Colorado
USD 5.54 M -USD 193 k -15,367 -3%
UBS Group
5
UBS Group
Switzerland
USD 4.5 M +USD 339 k +26,939 +8%
Invesco
6
Invesco
Georgia
USD 3.53 M -USD 377 k -29,986 -10%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
USD 2.85 M -USD 118 k -9,400 -4%
Laurion Capital Management
8
Laurion Capital Management
New York
USD 1.54 M +USD 796 k +63,303 +108%
Wells Fargo
9
Wells Fargo
California
USD 1.34 M +USD 89.7 k +7,136 +7%
First Foundation Advisors
10
First Foundation Advisors
California
USD 825 k +USD 50.8 k +4,042 +7%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
USD 821 k -USD 1.18 M -94,086 -59%
NPC
12
National Planning Corporation
California
USD 702 k – – –
Hollencrest Capital Management
13
Hollencrest Capital Management
California
USD 657 k – – –
Landscape Capital Management
14
Landscape Capital Management
New Jersey
USD 639 k -USD 2.96 M -235,283 -82%
DA
15
Doliver Advisors
Texas
USD 627 k – – –
Edge Wealth Management
16
Edge Wealth Management
New York
USD 565 k -USD 25.2 k -2,000 -4%
RCM
17
RB Capital Management
Nevada
USD 534 k +USD 314 +25 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 530 k +USD 193 k +15,327 +58%
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 491 k -USD 69.1 k -5,492 -12%
Creative Planning
20
Creative Planning
Kansas
USD 400 k +USD 341 k +27,137 +601%
MIG
21
Mariner Investment Group
New York
USD 353 k -USD 1.01 M -80,235 -74%
SAM
22
Shamrock Asset Management
Texas
USD 337 k – – –
LPL Financial
23
LPL Financial
California
USD 307 k -USD 3.71 M -295,369 -92%
AGA
24
Accuvest Global Advisors
Utah
USD 293 k – – –
Regions Financial Corp
25
Regions Financial Corp
Alabama
USD 275 k – – –
1
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