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Royce Value Trust shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Prevail Innovative 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $712k 47k 15.17
2023-09-30 $214k 17k 12.87

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Goldman Sachs (GS)
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View all positions for Prevail Innovative Wealth Advisors

Top funds holding Royce Value Trust

Bank of America Corporation
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
Cornerstone Advisors
UBS Group
Stifel Financial
Advisors Asset Management
CNH Partners
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Blue Bell Private Wealth Management
Allspring Global Investments Holdings
Captrust Financial Advisors

View all funds holding Royce Value Trust