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Future Financial Wealth Managment »

Royce Value Trust shares owned by Future Financial Wealth Managment

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Future Financial Wealth Managment from 13F filings

Historical chart of Future Financial Wealth Managment investment in Royce Value Trust

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

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Quarterly reported holdings in Royce Value Trust by Future Financial Wealth Managment

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$79k	5.0k	15.70
2024-03-31	$76k	5.0k	15.17
2022-03-31	$85k	5.0k	17.00
2021-12-31	$98k	5.0k	19.60

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View all positions for Future Financial Wealth Managment

Top funds holding Royce Value Trust

Bank of America Corporation

Raymond James Financial Services Advisors

Raymond James & Associates

Royal Bank of Canada

Wells Fargo & Company

Advisors Asset Management

Stifel Financial

Lazard Asset Management

Blue Bell Private Wealth Management

Guggenheim Capital, LLC Managers

Janney Montgomery Scott

Waterfront Wealth

View all funds holding Royce Value Trust

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