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Royce Value Trust shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Royce Value Trust by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $338k 23k 14.56

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Royce Value Trust

Bank of America Corporation
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
Cornerstone Advisors
UBS Group
Stifel Financial
Advisors Asset Management
CNH Partners
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Blue Bell Private Wealth Management
Allspring Global Investments Holdings
Captrust Financial Advisors

View all funds holding Royce Value Trust