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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 11.5 M +USD 415 k +40,514 +3%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 5.26 M +USD 441 k +43,019 +8%
UBS Group
3
UBS Group
Switzerland
USD 3.71 M -USD 178 k -17,321 -4%
Bank of America
4
Bank of America
North Carolina
USD 3.19 M -USD 1.65 M -161,442 -31%
Osaic Holdings
5
Osaic Holdings
Arizona
USD 2.38 M +USD 78.4 k +7,651 +3%
Wells Fargo
6
Wells Fargo
California
USD 1.8 M -USD 348 k -33,967 -15%
Evoke Wealth
7
Evoke Wealth
California
USD 1.03 M +USD 1 k +98 +0.1%
Advisors Asset Management
8
Advisors Asset Management
Colorado
USD 996 k -USD 23.3 k -2,277 -2%
Hennion & Walsh Asset Management
9
Hennion & Walsh Asset Management
New Jersey
USD 980 k -USD 222 k -21,674 -17%
Atria Wealth Solutions
10
Atria Wealth Solutions
New York
USD 900 k +USD 1.03 M +100,157 Nuevas
Logan Stone Capital
11
Logan Stone Capital
Illinois
USD 842 k +USD 960 k +93,652 Nuevas
Raymond James & Associates
12
Raymond James & Associates
Florida
USD 810 k +USD 5.41 k +528 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 735 k +USD 331 k +32,317 +66%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 715 k +USD 43.5 k +4,244 +6%
AQR Arbitrage
15
AQR Arbitrage
Connecticut
USD 678 k +USD 299 k +29,125 +63%
Western Wealth Management
16
Western Wealth Management
Colorado
USD 609 k -USD 46.1 k -4,500 -6%
Snowden Capital Advisors
17
Snowden Capital Advisors
New York
USD 604 k +USD 1.06 k +103 +0.2%
Landscape Capital Management
18
Landscape Capital Management
New Jersey
USD 499 k +USD 363 k +35,396 +176%
Wolverine Asset Management
19
Wolverine Asset Management
Illinois
USD 412 k +USD 423 k +41,257 +902%
OFG
20
OTA Financial Group
New York
USD 388 k +USD 443 k +43,245 Nuevas
D.A. Davidson & Co
21
D.A. Davidson & Co
Montana
USD 387 k +USD 18.8 k +1,838 +4%
First Foundation Advisors
22
First Foundation Advisors
California
USD 373 k – – –
RB Capital Management
23
RB Capital Management
Nevada
USD 372 k -USD 15.5 k -1,511 -4%
Clay Northam Wealth Management
24
Clay Northam Wealth Management
California
USD 314 k – – –
Ackerman Capital Advisors
25
Ackerman Capital Advisors
Texas
USD 277 k +USD 316 k +30,866 Nuevas
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