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Royce Value Trust shares owned by Prospera Financial Services

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Prospera Financial Services from 13F filings

Historical chart of Prospera Financial Services investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Prospera Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by Prospera Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $762k 49k 15.70
2024-06-30 $691k 48k 14.47
2022-06-30 $5.0k 325 15.38
2022-03-31 $107k 6.3k 17.04
2020-09-30 $98k 7.7k 12.68