Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco California Value Municipal Income Trust meliputi Sound Income Strategies, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 42,925 | 7.01 | 445 | 4.46 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 557,565 | 3.35 | 5,782 | 1.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,083 | 3.58 | 322 | 1.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 54,413 | 0.79 | 564 | -1.40 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 30,147 | 33.39 | 313 | 30.54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40,265 | 3.06 | 418 | 0.72 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 66,743 | 1.12 | 692 | -1.14 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 691,321 | 9.36 | 7,169 | 6.89 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 35,209 | 0.07 | 365 | -2.14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 375,958 | 166.81 | 3,899 | 160.74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,163,309 | 6.50 | 22,434 | 4.09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,450 | 81.25 | 15 | 87.50 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 339,427 | 11.65 | 3,520 | 9.12 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 12,134 | 1.92 | 126 | -0.79 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 59,105 | 2.60 | 613 | 0.16 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4,784 | 50 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22,006 | 1.21 | 228 | -0.87 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 20,869 | 1.91 | 216 | -0.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 272,151 | 5.69 | 2,822 | 3.29 |
