¡Ya estamos en ! Descubre más
icono de VCV

Invesco California Value Municipal Income Trust
VCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 10.4 M +USD 4.74 M +403,881 +85%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 6.88 M -USD 127 k -10,863 -2%
Morgan Stanley
3
Morgan Stanley
New York
USD 6.02 M +USD 775 k +66,011 +15%
UBS Group
4
UBS Group
Switzerland
USD 3.11 M -USD 266 k -22,654 -8%
Invesco
5
Invesco
Georgia
USD 2.67 M -USD 309 k -26,352 -10%
Advisors Asset Management
6
Advisors Asset Management
Colorado
USD 2.64 M -USD 1.65 M -140,822 -39%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
USD 2.07 M – – –
Laurion Capital Management
8
Laurion Capital Management
New York
USD 2.05 M +USD 1.63 M +139,142 +402%
Landscape Capital Management
9
Landscape Capital Management
New Jersey
USD 1.44 M -USD 57.6 k -4,912 -4%
Wells Fargo
10
Wells Fargo
California
USD 1.26 M -USD 161 k -13,743 -11%
First Foundation Advisors
11
First Foundation Advisors
California
USD 1.16 M +USD 33.1 k +2,825 +3%
Edge Wealth Management
12
Edge Wealth Management
New York
USD 814 k +USD 237 k +20,200 +41%
Advisor Group
13
Advisor Group
Arizona
USD 779 k +USD 3.52 k +300 +0.5%
Rivernorth Capital Management
14
Rivernorth Capital Management
Florida
USD 499 k +USD 496 k +42,300 Nuevas
RB Capital Management
15
RB Capital Management
Nevada
USD 476 k -USD 83.9 k -7,148 -15%
VCM
16
Vivaldi Capital Management
Illinois
USD 456 k -USD 42.1 k -3,586 -8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 440 k -USD 74.4 k -6,339 -15%
D.A. Davidson & Co
18
D.A. Davidson & Co
Montana
USD 419 k +USD 417 k +35,546 Nuevas
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 334 k +USD 45.5 k +3,877 +16%
SAM
20
Shamrock Asset Management
Texas
USD 315 k – – –
Curi RMB Capital
21
Curi RMB Capital
Illinois
USD 280 k +USD 279 k +23,769 Nuevas
Raymond James Financial Services Advisors
22
Raymond James Financial Services Advisors
Florida
USD 269 k +USD 267 k +22,789 Nuevas
Pacific Wealth Strategies Group
23
Pacific Wealth Strategies Group
California
USD 263 k – – –
Whittier Trust
24
Whittier Trust
California
USD 238 k – – –
AQR Arbitrage
25
AQR Arbitrage
Connecticut
USD 235 k +USD 92 k +7,839 +65%
1
2 3