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ícone de VCV

Invesco California Value Municipal Income Trust
VCV

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
CNWM
26
Clay Northam Wealth Management
California
US$ 315 mil +US$ 1,54 mil +145 +0,5%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
US$ 292 mil +US$ 271 mil +25.543 +1.696%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
US$ 292 mil +US$ 510 +48 +0,2%
Jane Street
29
Jane Street
New York
US$ 287 mil +US$ 283 mil +26.641 Nova
Stratos Wealth Partners
30
Stratos Wealth Partners
Ohio
US$ 267 mil +US$ 262 mil +24.700 Nova
Creative Planning
31
Creative Planning
Kansas
US$ 245 mil – – –
Stifel Financial
32
Stifel Financial
Missouri
US$ 226 mil +US$ 78,3 mil +7.372 +54%
Vanguard Capital Wealth Advisors
33
Vanguard Capital Wealth Advisors
Colorado
US$ 216 mil – – –
XTX Topco
34
XTX Topco
Cayman Islands
US$ 206 mil +US$ 203 mil +19.069 Nova
NWF Advisory Services
35
NWF Advisory Services
California
US$ 197 mil +US$ 10,6 mil +1.000 +6%
Savvy Advisors Inc
36
Savvy Advisors Inc
New York
US$ 184 mil – – –
Everett Harris & Co
37
Everett Harris & Co
California
US$ 173 mil – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
US$ 172 mil +US$ 3,04 mil +286 +2%
SteelPeak Wealth
39
SteelPeak Wealth
California
US$ 170 mil – – –
TIA
40
TCFG Investment Advisors
California
US$ 145 mil – – –
KA
41
Kercheville Advisors
Texas
US$ 140 mil – – –
RCM
42
RB Capital Management
Nevada
US$ 140 mil +US$ 2,46 mil +232 +2%
WestHill Financial Advisors
43
WestHill Financial Advisors
California
US$ 129 mil – – –
TPW
44
Tiller Private Wealth
Pennsylvania
US$ 128 mil +US$ 126 mil +11.894 Nova
TWM
45
TriaGen Wealth Management
California
US$ 111 mil – – –
Eclectic Associates
46
Eclectic Associates
California
US$ 111 mil -US$ 31,3 mil -2.943 -22%
Mather Group
47
Mather Group
Illinois
US$ 94,3 mil – – –
US Bancorp
48
US Bancorp
Minnesota
US$ 93,9 mil – – –
Hollencrest Capital Management
49
Hollencrest Capital Management
California
US$ 55,7 mil – – –
IAIM
50
International Assets Investment Management
Florida
US$ 22,7 mil – – –
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