Clay Northam Wealth Management, LLC Invesco California Value Municipal Income Trust Transaction History
Clay Northam Wealth Management, LLC
- $153 Million
- Q2 2025
A detailed history of Clay Northam Wealth Management, LLC transactions in Invesco California Value Municipal Income Trust stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 30,147 shares of VCV stock, worth $319,558. This represents 0.2% of its overall portfolio holdings.
Number of Shares
30,147
Previous 22,600
33.39%
Holding current value
$319,558
Previous $239,000
30.54%
% of portfolio
0.2%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding VCV
# of Institutions
49Shares Held
6.43MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.16MShares$22.9 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL763KShares$8.09 Million0.06% of portfolio
-
Advisors Asset Management, Inc. Monument, CO691KShares$7.33 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA558KShares$5.91 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC376KShares$3.99 Million0.0% of portfolio
About Invesco California Value Municipal Income Trust
- Ticker VCV
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Invesco California Value Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., Invesco Asset Management (Japan) Limited, Invesco Asset Management Deutschland GmbH, Invesco Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and Invesco Se...