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Royce Value Trust shares owned by Keyes, Stange & Wooten Wealth Management

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Keyes, Stange & Wooten Wealth Management from 13F filings

Historical chart of Keyes, Stange & Wooten Wealth Management investment in Royce Value Trust

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All positions including Royce Value Trust held by Keyes, Stange & Wooten 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 Keyes, Stange & Wooten Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 16k 16.13
2025-06-30 $236k 16k 15.05
2025-03-31 $200k 14k 14.24
2024-12-31 $170k 11k 15.80

More positions owned by Keyes, Stange & Wooten Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Equity Etf (DFAW)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Keyes, Stange & Wooten Wealth Management

Top funds holding Royce Value Trust

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

View all funds holding Royce Value Trust