A detailed history of Future Financial Wealth Managment LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 5,000 shares of RVT stock, worth $79,800. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,000
Holding current value
$79,800
% of portfolio
0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$14.28 - $16.01 $71,400 - $80,050
5,000 New
5,000 $78,000
Q1 2024

Apr 15, 2024

BUY
$13.77 - $15.17 $68,850 - $75,850
5,000 New
5,000 $75,000
Q2 2022

Jul 05, 2022

SELL
$13.42 - $17.18 $67,100 - $85,900
-5,000 Closed
0 $0
Q4 2021

Jan 07, 2022

BUY
$17.73 - $19.92 $88,650 - $99,600
5,000 New
5,000 $98,000

Others Institutions Holding RVT

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...
More about RVT
Track This Portfolio

Track Future Financial Wealth Managment LLC Portfolio

Follow Future Financial Wealth Managment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Future Financial Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.