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Invesco California Value Municipal Income Trust
VCV
VCV
10.23
USD
-0.05
0.49%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.49%
5 days
-2.76%
1 month
-2.94%
3 months
-4.12%
6 months
-8.5%
Year to date
-8.42%
1 year
-0.1%
5 years
-25.92%
10 years
-27.5%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
IAIM
51
International Assets Investment Management
Orlando,
Florida
| $23.4K | +$22.8K | +2,100 | New |
|
| 52 |
CTWM
52
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $18.1K | – | – | – |
|
| 53 |
53
Rockefeller Capital Management
New York
| $16.8K | – | – | – |
|
| 54 |
54
JP Morgan Chase
New York
| $16.1K | – | – | – |
|
| 55 |
SAG
55
SageView Advisory Group
Newport Beach,
California
| $11.5K | +$11.3K | +1,036 | New |
|
| 56 |
OP
56
ORG Partners
Roanoke,
Indiana
| $11.1K | – | – | – |
|
| 57 |
NB
57
NBT Bank
Norwich,
New York
| $9.73K | – | – | – |
|
| 58 |
AF
58
Allworth Financial
Folsom,
California
| $2.18K | -$7.43K | -683 | -78% |
|
| 59 |
HWA
59
HCR Wealth Advisors
Los Angeles,
California
| – | -$105K | -10,000 | Closed |
|