EverSource Wealth Advisors »

Royce Micro Capital Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Royce Micro Capital Trust (RMT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Royce Micro Capital Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Micro Capital Trust held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Royce Micro Capital Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 1.3k 9.61
2024-06-30 $13k 1.3k 9.93
2024-03-31 $12k 1.3k 8.88
2023-06-30 $560 64 8.75
2023-03-31 $560 64 8.77
2022-12-31 $556 64 8.69
2022-09-30 $1.0k 64 15.63

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Royce Micro Capital Trust

Morgan Stanley
Allspring Global Investments Holdings
Alexander Randolph Advisory
Advisors Asset Management
Shaker Financial Services
Wells Fargo & Company
Flagship Harbor Advisors
Bank of America Corporation
Mraz, Amerine & Associates
Blue Bell Private Wealth Management
LPL Financial
Fca Corp
Family Firm
Cetera Investment Advisers
Raymond James & Associates

View all funds holding Royce Micro Capital Trust