Jaffetilchin Investment Partners »

Royce Value Trust shares owned by Jaffetilchin Investment Partners

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Jaffetilchin Investment Partners from 13F filings

Historical chart of Jaffetilchin Investment Partners investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Jaffetilchin Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Royce Value Trust by Jaffetilchin Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $144k 9.2k 15.70
2021-06-30 $421k 22k 18.95
2021-03-31 $309k 17k 18.11

More positions owned by Jaffetilchin Investment Partners

Apple Stock (AAPL)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Large-cap Etf Etf (VV)
Nvidia Corporation Stock (NVDA)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Schwab U.s. Broad Market Etf Etf (SCHB)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
First Trust North American Energy Infrastructure Fund Etf (EMLP)
Tesla Stock (TSLA)
Ishares Preferred & Income Securities Etf Etf (PFF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)

View all positions for Jaffetilchin Investment Partners

Top funds holding Royce Value Trust

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

View all funds holding Royce Value Trust