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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

Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024400k600k800k30k40k50k60k
Value ($)Share countHistorical RVT position of Mariner Wealth Advisors Source: stockzoa.comValue ($)Share count

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

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Quarterly 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