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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 24 M +USD 1.06 M +102,799 +5%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 9.13 M +USD 1.02 M +99,171 +13%
Advisors Asset Management
3
Advisors Asset Management
Colorado
USD 8.53 M +USD 1.18 M +114,394 +17%
Wells Fargo
4
Wells Fargo
California
USD 6.56 M +USD 639 k +61,962 +11%
Hennion & Walsh Asset Management
5
Hennion & Walsh Asset Management
New Jersey
USD 4.22 M +USD 609 k +59,002 +17%
LPL Financial
6
LPL Financial
California
USD 4.17 M +USD 179 k +17,380 +5%
UBS Group
7
UBS Group
Switzerland
USD 2.77 M -USD 111 k -10,807 -4%
Bank of America
8
Bank of America
North Carolina
USD 2.12 M +USD 267 k +25,876 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 1.28 M +USD 56 k +5,428 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
USD 807 k +USD 378 k +36,657 +91%
D.A. Davidson & Co
11
D.A. Davidson & Co
Montana
USD 797 k +USD 339 k +32,812 +77%
Cypress Wealth Services
12
Cypress Wealth Services
California
USD 720 k +USD 13 k +1,259 +2%
Pacific Wealth Strategies Group
13
Pacific Wealth Strategies Group
California
USD 706 k – – –
Ameriprise
14
Ameriprise
Minnesota
USD 658 k -USD 83.8 k -8,127 -12%
Raymond James Financial
15
Raymond James Financial
Florida
USD 576 k -USD 464 -45 -0.1%
Sanctuary Advisors
16
Sanctuary Advisors
Indiana
USD 570 k -USD 49.2 k -4,769 -8%
Evoke Wealth
17
Evoke Wealth
California
USD 567 k -USD 57.8 k -5,600 -9%
Argyle Capital Partners
18
Argyle Capital Partners
California
USD 438 k +USD 206 k +20,000 +94%
Core Wealth Partners
19
Core Wealth Partners
California
USD 433 k – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 410 k -USD 43.7 k -4,239 -10%
VCM
21
Vivaldi Capital Management
Illinois
USD 373 k +USD 279 +27 +0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
USD 310 k +USD 46.5 k +4,508 +18%
Clay Northam Wealth Management
23
Clay Northam Wealth Management
California
USD 305 k -USD 14 k -1,356 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 264 k -USD 63.8 k -6,184 -20%
Kestra Private Wealth Services
25
Kestra Private Wealth Services
Texas
USD 231 k -USD 2.38 k -231 -1%
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