Royce Value Trust shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Royce Value Trust
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Quarterly reported holdings in Royce Value Trust by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $162k | 10k | 15.70 |
| 2024-06-30 | $199k | 14k | 14.47 |
| 2024-03-31 | $441k | 29k | 15.17 |
| 2023-12-31 | $409k | 28k | 14.56 |
| 2023-09-30 | $406k | 32k | 12.87 |
| 2023-06-30 | $431k | 31k | 13.80 |
| 2023-03-31 | $422k | 31k | 13.57 |
| 2022-12-31 | $439k | 33k | 13.26 |
| 2022-09-30 | $437k | 35k | 12.54 |
| 2022-03-31 | $547k | 32k | 16.99 |