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Royce Value Trust shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 16k 16.60
2024-12-31 $218k 14k 15.80

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View all positions for Independent Advisor Alliance

Top funds holding Royce Value Trust

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

View all funds holding Royce Value Trust