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Royce Value Trust shares owned by Abel Hall

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

Historical chart of Abel Hall investment in Royce Value Trust

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

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Quarterly reported holdings in Royce Value Trust by Abel Hall

Quarter filed Position value Share count Share price at filing
2024-09-30 $314k 20k 15.70
2024-06-30 $289k 20k 14.47
2024-03-31 $303k 20k 15.17
2023-12-31 $291k 20k 14.56

More positions owned by Abel Hall

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Abel Hall

Top funds holding Royce Value Trust

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

View all funds holding Royce Value Trust