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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 13.1 M +USD 1.42 M +135,569 +12%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 5.72 M -USD 481 k -46,017 -8%
Bank of America
3
Bank of America
North Carolina
USD 5.45 M +USD 2.54 M +243,478 +89%
UBS Group
4
UBS Group
Switzerland
USD 4.54 M -USD 509 k -48,769 -10%
Osaic Holdings
5
Osaic Holdings
Arizona
USD 2.71 M +USD 1.46 M +140,073 +120%
Wells Fargo
6
Wells Fargo
California
USD 2.47 M +USD 152 k +14,582 +7%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
USD 1.66 M +USD 235 k +22,500 +17%
Hennion & Walsh Asset Management
8
Hennion & Walsh Asset Management
New Jersey
USD 1.38 M -USD 417 k -39,903 -23%
Evoke Wealth
9
Evoke Wealth
California
USD 1.21 M -USD 112 k -10,757 -9%
Advisors Asset Management
10
Advisors Asset Management
Colorado
USD 1.19 M -USD 629 k -60,242 -35%
Raymond James & Associates
11
Raymond James & Associates
Florida
USD 946 k +USD 153 k +14,658 +20%
Hollencrest Capital Management
12
Hollencrest Capital Management
California
USD 899 k +USD 334 +32 +0%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 796 k +USD 34.9 k +3,346 +5%
Western Wealth Management
14
Western Wealth Management
Colorado
USD 795 k +USD 114 k +10,919 +17%
Snowden Capital Advisors
15
Snowden Capital Advisors
New York
USD 709 k +USD 11.9 k +1,141 +2%
KWB Wealth
16
KWB Wealth
California
USD 569 k -USD 143 k -13,709 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 521 k +USD 136 k +13,004 +36%
AQR Arbitrage
18
AQR Arbitrage
Connecticut
USD 489 k +USD 222 k +21,228 +85%
RB Capital Management
19
RB Capital Management
Nevada
USD 453 k +USD 3.95 k +378 +0.9%
First Foundation Advisors
20
First Foundation Advisors
California
USD 438 k +USD 50.3 k +4,812 +13%
D.A. Davidson & Co
21
D.A. Davidson & Co
Montana
USD 436 k -USD 860 k -82,368 -67%
Clay Northam Wealth Management
22
Clay Northam Wealth Management
California
USD 369 k +USD 365 k +34,914 Nuevas
Pacific Wealth Strategies Group
23
Pacific Wealth Strategies Group
California
USD 315 k -USD 468 k -44,762 -60%
LPL Financial
24
LPL Financial
California
USD 279 k +USD 22 k +2,108 +9%
Mariner Independent Advisor Network
25
Mariner Independent Advisor Network
Kansas
USD 261 k +USD 258 k +24,657 Nuevas
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