Royce Value Trust shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Royce Value Trust
Tip: Access up to 7 years of quarterly data
All positions including Royce Value Trust held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Royce Value Trust by Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $884k | 56k | 15.70 |
2024-06-30 | $882k | 61k | 14.47 |
2024-03-31 | $924k | 61k | 15.17 |
2023-12-31 | $908k | 62k | 14.56 |
2023-06-30 | $342k | 25k | 13.80 |