Cetera Advisors’s Royce Global Value Trust RGT Stock Holding History

Cetera Advisors’s Portfolio RGT Stock Details RGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$171K	Buy	+16,034	New	+$165K	﹤0.01%	2251

Other funds holding RGT

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors's RGT Position: Q1 2024 in Review

Cetera Advisors opened a new position in Royce Global Value Trust (RGT) in Q1 2024: 16,034 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #2251 among its holdings.

31 funds tracked by Wall St. Rank hold RGT as of Q1 2024.

Cetera Advisors held 16,034 shares of Royce Global Value Trust worth $171K as of Q1 2024.
Royce Global Value Trust was a new Cetera Advisors position in Q1 2024.
Royce Global Value Trust made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2251 holding.
31 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.