Carson Advisory Inc. Royce Value Trust, Inc. Transaction History
Carson Advisory Inc.
- $145 Million
- Q2 2025
A detailed history of Carson Advisory Inc. transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Carson Advisory Inc. holds 16,892 shares of RVT stock, worth $271,623. This represents 0.17% of its overall portfolio holdings.
Number of Shares
16,892
Previous 16,562
1.99%
Holding current value
$271,623
Previous $235,000
8.09%
% of portfolio
0.17%
Previous 0.17%
Shares
13 transactions
Others Institutions Holding RVT
# of Institutions
219Shares Held
37.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.29MShares$101 Million0.01% of portfolio
-
Morgan Stanley New York, NY6.01MShares$96.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.17MShares$51 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$32.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.86MShares$29.8 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...