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Royce Value Trust shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Royce Value Trust by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $712k 45k 15.70
2024-06-30 $662k 46k 14.33

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View all positions for Heritage Wealth Management

Top funds holding Royce Value Trust

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

View all funds holding Royce Value Trust