Wealth Enhancement Advisory Services, LLC Royce Value Trust, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 12,175 shares of RVT stock, worth $187,616. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,175
Previous 30,849
60.53%
Holding current value
$187,616
Previous $439,000
58.31%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding RVT
# of Institutions
213Shares Held
37.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.39MShares$98.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC6.24MShares$96.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.98MShares$45.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.92MShares$29.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.79MShares$27.5 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...