Modern Wealth Management, LLC Royce Micro Cap Trust, Inc. Transaction History
Modern Wealth Management, LLC
- $3.08 Trillion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Royce Micro Cap Trust, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,032,127 shares of RMT stock, worth $9.01 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,032,127
Previous 1,008,152
2.38%
Holding current value
$9.01 Million
Previous $10.1 Billion
14.21%
% of portfolio
0.28%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding RMT
# of Institutions
102Shares Held
16.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.09MShares$27 Million0.0% of portfolio
-
Ubs Group Ag1MShares$8.73 Million0.0% of portfolio
-
Alexander Randolph Advisory, Inc. Mclean, VA982KShares$8.58 Million8.11% of portfolio
-
Shaker Financial Services, LLC907KShares$7.92 Million3.09% of portfolio
-
Allspring Global Investments Holdings, LLC746KShares$6.51 Million0.01% 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...