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Invesco Van Kampen Cal Val Mun Inc Trust shares owned by Taddei, Ludwig & Associates

Quarter-by-quarter ownership of Invesco Van Kampen Cal Val Mun Inc Trust (VCV) shares owned by Taddei, Ludwig & Associates from 13F filings

Historical chart of Taddei, Ludwig & Associates investment in Invesco Van Kampen Cal Val Mun Inc Trust

Tip: Access up to 7 years of quarterly data

All positions including Invesco Van Kampen Cal Val Mun Inc Trust held by Taddei, Ludwig & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Van Kampen Cal Val Mun Inc Trust by Taddei, Ludwig & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $130k 12k 10.89
2024-06-30 $124k 12k 10.42
2024-03-31 $119k 12k 9.96
2023-12-31 $117k 12k 9.80

More positions owned by Taddei, Ludwig & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Taddei, Ludwig & Associates

Top funds holding Invesco Van Kampen Cal Val Mun Inc Trust

Saba Capital Management
Morgan Stanley
Guggenheim Capital, LLC Managers
Advisors Asset Management
Wells Fargo & Company
Hennion & Walsh Asset Management
CNH Partners
Bank of America Corporation
Atria Wealth Solutions
Robinson Capital Management
Commonwealth Equity Services
LPL Financial
Pacific Wealth Strategies Group
Evoke Wealth
Royal Bank of Canada

View all funds holding Invesco Van Kampen Cal Val Mun Inc Trust