CREATIVE FINANCIAL DESIGNS INC /ADV - ROYCE VALUE TR INC ownership

ROYCE VALUE TR INC's ticker is RVT and the CUSIP is 780910105. A total of 156 filers reported holding ROYCE VALUE TR INC in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ROYCE VALUE TR INC
ValueSharesWeighting
Q3 2023$58,365
-6.7%
4,5350.0%0.01%0.0%
Q2 2023$62,583
+157.4%
4,535
+153.1%
0.01%
+133.3%
Q1 2023$24,317
+87.1%
1,792
+153.8%
0.00%
+50.0%
Q2 2021$13,0007060.00%
Other shareholders
ROYCE VALUE TR INC shareholders Q3 2021
NameSharesValueWeighting ↓
Cadence Wealth Management LLC 175,382$3,160,0003.57%
Waterfront Wealth Inc. 317,413$5,720,0002.76%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 459,177$8,293,0002.42%
Shaker Financial Services, LLC 300,394$5,413,0002.17%
MENLO ADVISORS LLC 193,212$3,481,0001.84%
Quantedge Capital Pte Ltd 135,188$2,436,0001.18%
RB Capital Management, LLC 143,359$2,583,0000.97%
Cornerstone Advisors, LLC 809,039$14,579,0000.84%
Accel Wealth Management 71,413$1,287,0000.83%
Atlas Private Wealth Advisors 82,324$1,483,0000.78%
View complete list of ROYCE VALUE TR INC shareholders