Ever Source Wealth Advisors, LLC Royce Value Trust, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,750 shares of RVT stock, worth $28,139. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,750
Previous 1,750
-0.0%
Holding current value
$28,139
Previous $24,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RVT
# of Institutions
217Shares Held
37.6MCall 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...