Institute For Wealth Management, Llc. Royce Micro Cap Trust, Inc. Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Royce Micro Cap Trust, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 19,948 shares of RMT stock, worth $188,708. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,948
Previous 20,700
3.63%
Holding current value
$188,708
Previous $174,000
5.75%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding RMT
# of Institutions
103Shares Held
17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.09MShares$29.3 Million0.0% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS1.07MShares$10.2 Million0.3% of portfolio
-
Ubs Group Ag1MShares$9.46 Million0.0% of portfolio
-
Alexander Randolph Advisory, Inc. Mclean, VA982KShares$9.29 Million8.11% of portfolio
-
Shaker Financial Services, LLC907KShares$8.58 Million3.09% 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...