VCV / Invesco California Value Municipal Income Trust - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
| Ejer |
Egenkapitalværdi
($1000) |
Opkaldsværdi
($1000) |
Sæt værdi
($1000) |
Netto Lang/Kort
($1000) |
|
TriaGen Wealth Management LLC
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Morgan Stanley
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Royal Bank Of Canada
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Mercer Global Advisors Inc /adv
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Wells Fargo & Company/mn
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Janney Montgomery Scott LLC
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Kestra Private Wealth Services, Llc
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Ameriprise Financial Inc
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Tcfg Wealth Management, Llc
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Mirador Capital Partners LP
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UBS Group AG
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LPL Financial LLC
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Prime Capital Investment Advisors, LLC
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Guggenheim Capital Llc
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Jpmorgan Chase & Co
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Envestnet Asset Management Inc
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Commonwealth Equity Services, Llc
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Wealth Enhancement Advisory Services, Llc
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Bank Of America Corp /de/
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Clay Northam Wealth Management, LLC
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Kercheville Advisors, LLC
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Nbt Bank N A /ny
|
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NWF Advisory Services Inc.
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Evoke Wealth, Llc
|
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Hennion & Walsh Asset Management, Inc.
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Advisor Group Holdings, Inc.
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D.a. Davidson & Co.
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Everett Harris & Co /ca/
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Allworth Financial LP
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Vivaldi Capital Management, LLC
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Advisors Asset Management, Inc.
|
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Cherry Tree Wealth Management, LLC
|
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Hollencrest Capital Management
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Mariner, LLC
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Pacific Wealth Strategies Group, Inc.
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Raymond James Financial Inc
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RB Capital Management, LLC
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Taddei, Ludwig & Associates, Inc.
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Cetera Investment Advisers
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Vanguard Capital Wealth Advisors
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ORG Partners LLC
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Cypress Wealth Services, LLC
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Sound Income Strategies, LLC
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Core Wealth Partners LLC
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Argyle Capital Partners, LLC
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