Arete Wealth Advisors, LLC Royce Value Trust, Inc. Transaction History
Arete Wealth Advisors, LLC
- $1.41 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding RVT
# of Institutions
223Shares Held
37.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.29MShares$100 Million0.01% of portfolio
-
Morgan Stanley New York, NY6.01MShares$95.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.17MShares$50.5 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC2.05MShares$32.5 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.86MShares$29.5 Million0.01% of portfolio
About ROYCE VALUE TRUST, INC.
- Ticker RVT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of...