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RVTのアイコン

Royce Value Trust

名前 保有額 取引額 株数
増減
保有比率の
変化
HWP
201
Highline Wealth Partners
California
$2,530 – – –
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$2,123 +$1,971 +109 +2,180%
T
203
Tidemark
California
$1,995 -$18 -1 -0.9%
LWM
204
Lodestone Wealth Management
Washington
$1,976 – – –
DFA
205
DHJJ Financial Advisors
Illinois
$1,016 – – –
Capital Analysts LLC
206
Capital Analysts LLC
Pennsylvania
$1,000 – – –
Key Financial Inc
207
Key Financial Inc
Pennsylvania
$591 – – –
WhitTier Trust Company
208
WhitTier Trust Company
Nevada
$145 – – –
Russell Investments Group
209
Russell Investments Group
United Kingdom
$18 +$18 +1 新規
MA
210
Menlo Advisors
California
– -$290万 -180,126 解消
MPWS
211
McCarter Private Wealth Services
Massachusetts
– -$61.5万 -37,020 解消
Simplicity Wealth
212
Simplicity Wealth
New Jersey
– -$29.5万 -17,757 解消
Independent Advisor Alliance
213
Independent Advisor Alliance
North Carolina
– -$26万 -15,651 解消
Creative Planning
214
Creative Planning
Kansas
– -$21.7万 -13,074 解消
EPW
215
Endeavor Private Wealth
Kansas
– -$18.7万 -11,280 解消
Strategic Blueprint
216
Strategic Blueprint
Georgia
– -$17.9万 -10,788 解消
Zacks Investment Management
217
Zacks Investment Management
Illinois
– -$17.9万 -10,788 解消
Formidable Asset Management
218
Formidable Asset Management
Ohio
– -$16.5万 -10,239 解消
OA
219
Operose Advisors
Wisconsin
– -$11.6万 -7,000 解消
Private Wealth Asset Management
220
Private Wealth Asset Management
Iowa
– -$9.08万 -5,469 解消
FW
221
Fairway Wealth
Ohio
– -$3.32万 -2,000 解消
OCM
222
Osbon Capital Management
Massachusetts
– -$2.47万 -1,490 解消
Advisory Services Network
223
Advisory Services Network
Georgia
– -$2.16万 -1,300 解消
GSEP
224
Golden State Equity Partners
California
– -$1.54万 -929 解消
Beaird Harris Wealth Management
225
Beaird Harris Wealth Management
Texas
– -$4,134 -249 解消