Kestra Private Wealth Services, LLC Royce Value Trust, Inc. Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 27,941 shares of RVT stock, worth $444,541. This represents 0.01% of its overall portfolio holdings.
Number of Shares
27,941
Previous 12,939
115.94%
Holding current value
$444,541
Previous $184,000
128.26%
% of portfolio
0.01%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding RVT
# of Institutions
223Shares Held
37.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.29MShares$100 Million0.01% of portfolio
-
Morgan Stanley New York, NY6.01MShares$95.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.17MShares$50.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$32.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.86MShares$29.5 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...