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Royce Value Trust shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $170k 11k 15.05
2020-09-30 $145k 12k 12.58

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Royce Value Trust

Morgan Stanley
Raymond James Financial
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Saba Capital Management
Stifel Financial
Janney Montgomery Scott
UBS Group
Cornerstone Advisors
Waterfront Wealth
Rivernorth Capital Management
Blue Bell Private Wealth Management
Lazard Asset Management
Modern Wealth Management

View all funds holding Royce Value Trust