Napa Wealth Management Invesco California Value Municipal Income Trust Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Invesco California Value Municipal Income Trust stock. As of the latest transaction made, Napa Wealth Management holds 11,734 shares of VCV stock, worth $130,364. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,734
Previous 12,884
8.93%
Holding current value
$130,364
Previous $140 Million
8.51%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VCV
# of Institutions
54Shares Held
6.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.99MShares$22.2 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL958KShares$10.6 Million0.09% of portfolio
-
Advisors Asset Management, Inc. Monument, CO575KShares$6.39 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA513KShares$5.7 Million0.0% of portfolio
-
Hennion & Walsh Asset Management, Inc.355KShares$3.95 Million0.18% of portfolio
About Invesco California Value Municipal Income Trust
- Ticker VCV
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Invesco California 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 Se...