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Royce Value Trust shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Royce Value Trust by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $184k 11k 16.16
2025-06-30 $189k 12k 15.53
2025-03-31 $439k 31k 14.24
2024-12-31 $219k 14k 15.80

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Royce Value Trust

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

View all funds holding Royce Value Trust