Mascoma Wealth Management LLC Royce Value Trust, Inc. Transaction History
Mascoma Wealth Management LLC
- $416 Million
- Q2 2025
A detailed history of Mascoma Wealth Management LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 10,217 shares of RVT stock, worth $164,289. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,217
Previous 10,217
-0.0%
Holding current value
$164,289
Previous $145,000
5.52%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding RVT
# of Institutions
219Shares Held
37.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.29MShares$101 Million0.01% of portfolio
-
Morgan Stanley New York, NY6.01MShares$96.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.17MShares$51 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$32.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.86MShares$29.8 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...