We are live on ! Find out more
VCV icon

Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$15.6K – – –
HWP
52
Highline Wealth Partners
California
$4.32K – – –
Institute for Wealth Management
53
Institute for Wealth Management
Colorado
$2.16K +$2.12K +200 New
Allworth Financial
54
Allworth Financial
California
$2.12K – – –
EW
55
Evoke Wealth
California
– -$607K -58,162 Closed
VCM
56
Vivaldi Capital Management
Illinois
– -$361K -34,560 Closed
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
– -$215K -20,620 Closed
Marex Group
58
Marex Group
– -$194K -18,539 Closed
Mariner
59
Mariner
Kansas
– -$166K -15,914 Closed
Independent Financial Group
60
Independent Financial Group
California
– -$123K -11,784 Closed
GSEP
61
Golden State Equity Partners
California
– -$10.4K -1,000 Closed
NBT Bank
62
NBT Bank
New York
– -$9.12K -874 Closed