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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 13.3 M +USD 108 k +8,068 +0.8%
UBS Group
2
UBS Group
Switzerland
USD 8.8 M -USD 488 k -36,551 -5%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 7.72 M +USD 416 k +31,122 +6%
Gerber Kawasaki Wealth & Investment Management
4
Gerber Kawasaki Wealth & Investment Management
California
USD 5.93 M +USD 2.82 M +210,856 Nuevas
Bank of America
5
Bank of America
North Carolina
USD 3.33 M -USD 52.9 k -3,960 -2%
Wells Fargo
6
Wells Fargo
California
USD 3.19 M +USD 162 k +12,161 +6%
Hennion & Walsh Asset Management
7
Hennion & Walsh Asset Management
New Jersey
USD 2.98 M -USD 551 k -41,246 -16%
Advisors Asset Management
8
Advisors Asset Management
Colorado
USD 2.44 M +USD 437 k +32,688 +23%
First Foundation Advisors
9
First Foundation Advisors
California
USD 2.28 M +USD 102 k +7,649 +5%
Evoke Wealth
10
Evoke Wealth
California
USD 1.5 M +USD 335 k +25,059 +30%
JFS Wealth Advisors
11
JFS Wealth Advisors
Pennsylvania
USD 1.39 M -USD 106 k -7,900 -7%
D.A. Davidson & Co
12
D.A. Davidson & Co
Montana
USD 1.26 M +USD 158 k +11,840 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 1.24 M +USD 109 k +8,125 +10%
Hollencrest Capital Management
14
Hollencrest Capital Management
California
USD 1.18 M +USD 347 +26 +0%
Pacific Wealth Strategies Group
15
Pacific Wealth Strategies Group
California
USD 1.06 M – – –
Certuity
16
Certuity
Florida
USD 1.01 M – – –
Invesco
17
Invesco
Georgia
USD 963 k -USD 451 k -33,747 -33%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 955 k +USD 14.3 k +1,069 +2%
KWB Wealth
19
KWB Wealth
California
USD 862 k – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 683 k -USD 38.7 k -2,900 -6%
Mariner
21
Mariner
Kansas
USD 620 k -USD 485 k -36,296 -45%
RB Capital Management
22
RB Capital Management
Nevada
USD 557 k -USD 37.4 k -2,798 -7%
Raymond James & Associates
23
Raymond James & Associates
Florida
USD 429 k +USD 5.61 k +420 +1%
Laurel Wealth Advisors (California)
24
Laurel Wealth Advisors (California)
California
USD 426 k +USD 1.72 k +129 +0.4%
Cooper Financial Group
25
Cooper Financial Group
California
USD 298 k +USD 42.4 k +3,173 +17%
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