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Royce Value Trust shares owned by LifePro Asset Management

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by LifePro Asset Management from 13F filings

Historical chart of LifePro Asset Management investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by LifePro Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by LifePro Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $269k 18k 15.17

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Top funds holding Royce Value Trust

Bank of America Corporation
Morgan Stanley
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
LPL Financial
Stifel Financial
Advisors Asset Management
CNH Partners
Cornerstone Advisors
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Blue Bell Private Wealth Management

View all funds holding Royce Value Trust