Liberty Wealth Management LLC Royce Value Trust, Inc. Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding RVT
# of Institutions
192Shares Held
34.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.06MShares$98 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$93.2 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.07MShares$49.7 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.58MShares$25.5 Million0.03% of portfolio
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Raymond James & Associates St Petersburg, FL1.5MShares$24.3 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...