A detailed history of Integrated Wealth Concepts LLC transactions in Royce Global Value Trust, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 96,019 shares of RGT stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
96,019
Previous 96,609 0.61%
Holding current value
$1.1 Million
Previous $1.07 Million 3.63%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$10.88 - $11.83 $6,419 - $6,979
-590 Reduced 0.61%
96,019 $1.11 Million
Q2 2024

Aug 14, 2024

SELL
$10.02 - $11.68 $1,302 - $1,518
-130 Reduced 0.13%
96,609 $1.07 Million
Q1 2024

May 15, 2024

SELL
$9.72 - $10.74 $44,381 - $49,038
-4,566 Reduced 4.51%
96,739 $1.03 Million
Q4 2023

Feb 13, 2024

SELL
$7.87 - $9.83 $64,093 - $80,055
-8,144 Reduced 7.44%
101,305 $987,000
Q3 2023

Nov 15, 2023

SELL
$8.62 - $9.58 $775 - $862
-90 Reduced 0.08%
109,449 $953,000
Q2 2023

Aug 15, 2023

SELL
$8.55 - $9.36 $63,834 - $69,881
-7,466 Reduced 6.38%
109,539 $1.01 Million
Q1 2023

May 03, 2023

BUY
$8.43 - $9.94 $38,626 - $45,545
4,582 Added 4.08%
117,005 $1.05 Million
Q4 2022

Feb 13, 2023

BUY
$8.07 - $9.57 $19,101 - $22,652
2,367 Added 2.15%
112,423 $972,000
Q3 2022

Nov 14, 2022

BUY
$7.94 - $10.15 $247,458 - $316,334
31,166 Added 39.51%
110,056 $883,000
Q2 2022

Aug 08, 2022

BUY
$8.7 - $11.41 $686,343 - $900,134
78,890 New
78,890 $704,000

Others Institutions Holding RGT

About ROYCE GLOBAL VALUE TRUST, INC.


  • Ticker RGT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Royce Global Value Trust, Inc. was a closed ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets across the globe. 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 performa...
More about RGT
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