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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 9.5 M +USD 102 k +7,822 +1%
Bank of America
2
Bank of America
North Carolina
USD 7.27 M +USD 950 k +72,753 +15%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 5.78 M +USD 143 k +10,967 +2%
UBS Group
4
UBS Group
Switzerland
USD 4.05 M +USD 90.7 k +6,943 +2%
Wells Fargo
5
Wells Fargo
California
USD 3.03 M -USD 628 k -48,075 -17%
Invesco
6
Invesco
Georgia
USD 2.81 M +USD 291 k +22,270 +11%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
USD 2.53 M +USD 209 k +15,971 +9%
First Foundation Advisors
8
First Foundation Advisors
California
USD 2.37 M +USD 743 k +56,891 +44%
City of London Investment Management
9
City of London Investment Management
United Kingdom
USD 1.23 M +USD 530 k +40,596 +73%
Wedbush Securities
10
Wedbush Securities
California
USD 1.21 M -USD 122 k -9,334 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 874 k -USD 20.3 k -1,551 -2%
Pacific Wealth Strategies Group
12
Pacific Wealth Strategies Group
California
USD 845 k +USD 235 k +17,999 +38%
Advisor Group
13
Advisor Group
Arizona
USD 843 k -USD 3.26 k -250 -0.4%
Advisors Asset Management
14
Advisors Asset Management
Colorado
USD 839 k -USD 191 k -14,611 -18%
D.A. Davidson & Co
15
D.A. Davidson & Co
Montana
USD 760 k +USD 4.31 k +330 +0.6%
Laurel Wealth Advisors (California)
16
Laurel Wealth Advisors (California)
California
USD 700 k +USD 713 k +54,590 Nuevas
RB Capital Management
17
RB Capital Management
Nevada
USD 555 k +USD 67.9 k +5,200 +13%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
USD 506 k -USD 13 k -996 -2%
Raymond James & Associates
19
Raymond James & Associates
Florida
USD 413 k +USD 420 k +32,183 Nuevas
Ladenburg Thalmann Financial Services
20
Ladenburg Thalmann Financial Services
Florida
USD 375 k +USD 49.6 k +3,800 +15%
OFG
21
OTA Financial Group
New York
USD 339 k +USD 346 k +26,495 Nuevas
Whittier Trust
22
Whittier Trust
California
USD 335 k +USD 78.4 k +6,000 +30%
SAM
23
Shamrock Asset Management
Texas
USD 331 k -USD 11.4 k -875 -3%
Golden State Wealth Management
24
Golden State Wealth Management
California
USD 289 k +USD 142 k +10,846 +93%
Edge Wealth Management
25
Edge Wealth Management
New York
USD 270 k – – –
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