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Royce Value Trust shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Royce Value Trust by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 13k 15.70
2024-06-30 $182k 13k 14.47

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View all positions for Beacon Financial Advisory

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