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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 22.4 M +USD 1.35 M +131,945 +6%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 7.91 M -USD 645 k -62,909 -8%
Advisors Asset Management
3
Advisors Asset Management
Colorado
USD 7.17 M +USD 607 k +59,189 +9%
Wells Fargo
4
Wells Fargo
California
USD 5.78 M +USD 185 k +18,072 +3%
LPL Financial
5
LPL Financial
California
USD 3.9 M +USD 2.41 M +235,051 +167%
Hennion & Walsh Asset Management
6
Hennion & Walsh Asset Management
New Jersey
USD 3.52 M +USD 363 k +35,428 +12%
UBS Group
7
UBS Group
Switzerland
USD 2.82 M +USD 150 k +14,648 +6%
Bank of America
8
Bank of America
North Carolina
USD 1.81 M -USD 38.1 k -3,713 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 1.2 M -USD 15.8 k -1,539 -1%
Ameriprise
10
Ameriprise
Minnesota
USD 729 k -USD 660 k -64,342 -48%
Cypress Wealth Services
11
Cypress Wealth Services
California
USD 692 k +USD 7.6 k +741 +1%
Pacific Wealth Strategies Group
12
Pacific Wealth Strategies Group
California
USD 667 k -USD 148 k -14,438 -18%
Evoke Wealth
13
Evoke Wealth
California
USD 613 k +USD 15.4 k +1,500 +3%
Sanctuary Advisors
14
Sanctuary Advisors
Indiana
USD 607 k +USD 163 k +15,880 +37%
Raymond James Financial
15
Raymond James Financial
Florida
USD 564 k +USD 4.4 k +429 +0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
USD 445 k +USD 28.8 k +2,813 +7%
D.A. Davidson & Co
17
D.A. Davidson & Co
Montana
USD 440 k -USD 24.9 k -2,427 -5%
Core Wealth Partners
18
Core Wealth Partners
California
USD 424 k – – –
Osaic Holdings
19
Osaic Holdings
Arizona
USD 418 k +USD 12.3 k +1,196 +3%
VCM
20
Vivaldi Capital Management
Illinois
USD 365 k +USD 267 +26 +0.1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
USD 334 k -USD 21 k -2,053 -6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 322 k +USD 11 k +1,074 +4%
Clay Northam Wealth Management
23
Clay Northam Wealth Management
California
USD 313 k +USD 77.4 k +7,547 +33%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
USD 257 k -USD 841 -82 -0.3%
Kestra Private Wealth Services
25
Kestra Private Wealth Services
Texas
USD 228 k +USD 2.71 k +264 +1%
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