Gerber Kawasaki Wealth & Investment Management Invesco California Value Municipal Income Trust Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.83 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$13.7 - $14.37 $2.89 Million - $3.03 Million	-210,856 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$12.85 - $13.91 $2.71 Million - $2.93 Million	210,856 New	210,856 $5.93 Million

Others Institutions Holding VCV

# of Institutions

Shares Held

10M

Call Options Held

Put Options Held

Saba Capital Management, L.P. New York, NY

1.91M
Shares

$20 Million
0.33% of portfolio
Morgan Stanley New York, NY

1.65M
Shares

$17.3 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.01M
Shares

$10.6 Million
0.07% of portfolio
Logan Stone Capital, LLC Chicago, IL

900K
Shares

$9.44 Million
2.1% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

524K
Shares

$5.5 Million
0.01% of portfolio

View Full List

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...

More about VCV

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