Royce Value Trust shares owned by IFP Advisors
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Royce Value Trust
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Quarterly reported holdings in Royce Value Trust by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.3k | 155 | 14.56 |
| 2023-09-30 | $2.0k | 155 | 12.87 |
| 2023-06-30 | $2.5k | 155 | 16.29 |
| 2023-03-31 | $2.5k | 155 | 16.29 |
| 2022-12-31 | $54k | 3.3k | 16.29 |
| 2022-09-30 | $50k | 3.1k | 16.06 |
| 2022-06-30 | $52k | 3.2k | 16.32 |
| 2022-03-31 | $52k | 3.2k | 16.32 |
| 2019-03-31 | $34k | 2.5k | 13.63 |
| 2018-12-31 | $36k | 3.1k | 11.70 |
| 2018-09-30 | $163k | 10k | 16.33 |
| 2018-06-30 | $135k | 8.5k | 15.84 |
| 2018-03-31 | $123k | 7.9k | 15.54 |
| 2017-12-31 | $94k | 5.8k | 16.22 |
| 2017-09-30 | $172k | 11k | 15.82 |
| 2017-06-30 | $144k | 9.9k | 14.57 |
| 2017-03-31 | $71k | 5.1k | 14.00 |
| 2016-12-31 | $76k | 5.7k | 13.37 |
| 2016-09-30 | $92k | 7.3k | 12.64 |
| 2016-06-30 | $123k | 10k | 11.79 |
| 2016-03-31 | $34k | 2.5k | 13.63 |
| 2015-12-31 | $99k | 8.4k | 11.79 |