9258 Wealth Management, LLC Royce Value Trust, Inc. Call Options Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding RVT
# of Institutions
182Shares Held
31.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.77MShares$87.4 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC5.62MShares$85.2 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.58MShares$23.9 Million0.03% of portfolio
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Raymond James & Associates St Petersburg, FL1.5MShares$22.8 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.3MShares$19.6 Million0.0% of portfolio
About ROYCE VALUE TRUST, INC.
- Ticker RVT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of...