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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 9.49 M +USD 939 k +75,460 +11%
Bank of America
2
Bank of America
North Carolina
USD 6.4 M +USD 233 k +18,738 +4%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 5.69 M -USD 601 k -48,304 -10%
UBS Group
4
UBS Group
Switzerland
USD 4 M -USD 78.6 k -6,315 -2%
Wells Fargo
5
Wells Fargo
California
USD 3.68 M -USD 69.9 k -5,619 -2%
Invesco
6
Invesco
Georgia
USD 2.55 M +USD 3.38 k +272 +0.1%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
USD 2.35 M +USD 330 k +26,500 +17%
First Foundation Advisors
8
First Foundation Advisors
California
USD 1.66 M -USD 81.5 k -6,548 -5%
Wedbush Securities
9
Wedbush Securities
California
USD 1.34 M – – –
Advisors Asset Management
10
Advisors Asset Management
Colorado
USD 1.04 M -USD 316 k -25,430 -24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 902 k +USD 86.1 k +6,921 +11%
Advisor Group
12
Advisor Group
Arizona
USD 853 k -USD 2.49 k -200 -0.3%
D.A. Davidson & Co
13
D.A. Davidson & Co
Montana
USD 763 k +USD 4.22 k +339 +0.6%
City of London Investment Management
14
City of London Investment Management
United Kingdom
USD 724 k – – –
Pacific Wealth Strategies Group
15
Pacific Wealth Strategies Group
California
USD 620 k – – –
Apriem Advisors
16
Apriem Advisors
California
USD 617 k +USD 1.94 k +156 +0.7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 523 k -USD 18.6 k -1,495 -4%
RB Capital Management
18
RB Capital Management
Nevada
USD 500 k +USD 17 k +1,370 +4%
SAM
19
Shamrock Asset Management
Texas
USD 345 k – – –
Ladenburg Thalmann Financial Services
20
Ladenburg Thalmann Financial Services
Florida
USD 330 k +USD 49.2 k +3,956 +18%
Landscape Capital Management
21
Landscape Capital Management
New Jersey
USD 299 k -USD 692 k -55,585 -71%
Raymond James Financial Services Advisors
22
Raymond James Financial Services Advisors
Florida
USD 279 k -USD 12.1 k -976 -4%
Edge Wealth Management
23
Edge Wealth Management
New York
USD 273 k – – –
Whittier Trust
24
Whittier Trust
California
USD 261 k – – –
LPL Financial
25
LPL Financial
California
USD 237 k +USD 7.69 k +618 +3%
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