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Royce Value Trust shares owned by Lee Financial

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Royce Value Trust

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All positions including Royce Value Trust held by Lee Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by Lee Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5k 100 14.56
2023-09-30 $1.3k 100 12.87

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Select Divid Etf (DVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Lee Financial

Top funds holding Royce Value Trust

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

View all funds holding Royce Value Trust