Coquina Private Wealth LLC Royce Value Trust, Inc. Transaction History
Coquina Private Wealth LLC
- $125 Billion
- Q4 2025
A detailed history of Coquina Private Wealth LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Coquina Private Wealth LLC holds 11,197 shares of RVT stock, worth $173,553. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,197Holding current value
$173,553% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding RVT
# of Institutions
218Shares Held
38.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC5.83MShares$90.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY5.73MShares$88.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.86MShares$44.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.06MShares$32 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$27.1 Million0.01% 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...