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VCVのアイコン

Invesco California Value Municipal Income Trust

名前 保有額 取引額 株数
増減
保有比率の
変化
Morgan Stanley
1
Morgan Stanley
New York
$2243万 +$135万 +131,945 +6%
Guggenheim Capital
2
Guggenheim Capital
Illinois
$791万 -$64.5万 -62,909 -8%
Advisors Asset Management
3
Advisors Asset Management
Colorado
$717万 +$60.7万 +59,189 +9%
Wells Fargo
4
Wells Fargo
California
$578万 +$18.5万 +18,072 +3%
LPL Financial
5
LPL Financial
California
$390万 +$241万 +235,051 +167%
Hennion & Walsh Asset Management
6
Hennion & Walsh Asset Management
New Jersey
$352万 +$36.3万 +35,428 +12%
UBS Group
7
UBS Group
Switzerland
$282万 +$15万 +14,648 +6%
Bank of America
8
Bank of America
North Carolina
$181万 -$3.81万 -3,713 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$120万 -$1.58万 -1,539 -1%
Ameriprise
10
Ameriprise
Minnesota
$72.9万 -$66万 -64,342 -48%
Cypress Wealth Services
11
Cypress Wealth Services
California
$69.2万 +$7,595 +741 +1%
Pacific Wealth Strategies Group
12
Pacific Wealth Strategies Group
California
$66.7万 -$14.8万 -14,438 -18%
Evoke Wealth
13
Evoke Wealth
California
$61.3万 +$1.54万 +1,500 +3%
Sanctuary Advisors
14
Sanctuary Advisors
Indiana
$60.7万 +$16.3万 +15,880 +37%
Raymond James Financial
15
Raymond James Financial
Florida
$56.4万 +$4,397 +429 +0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$44.5万 +$2.88万 +2,813 +7%
D.A. Davidson & Co
17
D.A. Davidson & Co
Montana
$44万 -$2.49万 -2,427 -5%
Core Wealth Partners
18
Core Wealth Partners
California
$42.4万 – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$41.8万 +$1.23万 +1,196 +3%
VCM
20
Vivaldi Capital Management
Illinois
$36.5万 +$267 +26 +0.1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$33.4万 -$2.1万 -2,053 -6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$32.2万 +$1.1万 +1,074 +4%
Clay Northam Wealth Management
23
Clay Northam Wealth Management
California
$31.3万 +$7.74万 +7,547 +33%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$25.7万 -$841 -82 -0.3%
Kestra Private Wealth Services
25
Kestra Private Wealth Services
Texas
$22.8万 +$2,706 +264 +1%