Confluence Wealth Services, Inc. Invesco Pennsylvania Value Municipal Income Trust Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Invesco Pennsylvania Value Municipal Income Trust stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 49,452 shares of VPV stock, worth $533,092. This represents 0.03% of its overall portfolio holdings.
Number of Shares
49,452
Previous 49,452
-0.0%
Holding current value
$533,092
Previous $497,000
3.02%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VPV
# of Institutions
41Shares Held
1.42MCall Options Held
0Put Options Held
0-
Robinson Capital Management, LLC288KShares$3.11 Million1.64% of portfolio
-
Morgan Stanley New York, NY144KShares$1.55 Million0.0% of portfolio
-
Cf Capital LLC Cohasset, MA83.7KShares$902,1880.53% of portfolio
-
Bank Of America Corp Charlotte, NC80KShares$862,4640.0% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL73.9KShares$796,8790.07% of portfolio
About Invesco Pennsylvania Value Municipal Income Trust
- Ticker VPV
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Invesco Pennsylvania Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO ...