Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco California Value Municipal Income Trust, omfatter Sound Income Strategies, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 42.925 | 7,01 | 445 | 4,46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 557.565 | 3,35 | 5.782 | 1,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 12.800 | 133 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31.083 | 3,58 | 322 | 1,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 54.413 | 0,79 | 564 | -1,40 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 30.147 | 33,39 | 313 | 30,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40.265 | 3,06 | 418 | 0,72 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 66.743 | 1,12 | 692 | -1,14 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 691.321 | 9,36 | 7.169 | 6,89 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 35.209 | 0,07 | 365 | -2,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 375.958 | 166,81 | 3.899 | 160,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.163.309 | 6,50 | 22.434 | 4,09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.450 | 81,25 | 15 | 87,50 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 339.427 | 11,65 | 3.520 | 9,12 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 12.134 | 1,92 | 126 | -0,79 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 59.105 | 2,60 | 613 | 0,16 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4.784 | 50 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22.006 | 1,21 | 228 | -0,87 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 20.869 | 1,91 | 216 | -0,46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 272.151 | 5,69 | 2.822 | 3,29 |
