Benjamin Edwards »

Royce Value Trust shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in Royce Value Trust

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

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Quarterly reported holdings in Royce Value Trust by Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 96k 15.70

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Bb Rat Corp Bd (HYBB)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Home Depot (HD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Costco Wholesale Corporation (COST)
McDonald's Corporation (MCD)

View all positions for Benjamin Edwards

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