Heritage Wealth Management, Inc. Royce Micro Cap Trust, Inc. Transaction History
Heritage Wealth Management, Inc.
- $341 Billion
- Q3 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Royce Micro Cap Trust, Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 12,345 shares of RMT stock, worth $122,832. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,345
Previous 12,345
-0.0%
Holding current value
$122,832
Previous $114 Million
12.32%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding RMT
# of Institutions
107Shares Held
18.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.58MShares$25.7 Million0.0% of portfolio
-
Saba Capital Management, L.P. New York, NY1.41MShares$14 Million0.44% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS1.08MShares$10.8 Million0.22% of portfolio
-
Ubs Group Ag1.04MShares$10.4 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC964KShares$9.59 Million0.02% of portfolio
About ROYCE MICRO-CAP TRUST, INC.
- Ticker RMT
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Royce Micro-Cap Trust, Inc. is a closed-ended equity mutual fund launched and managed Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value stocks of companies with market capitalization of less...