Want to track IIM and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Invesco Value Municipal Income Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 425 | $4,985.25 | $5,476.12 | $490.87 | 9.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,785 | $33,865.6 | $35,884.72 | $2,019.12 | 5.96% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 16,500 | $196,063.35 | $212,025 | $15,961.65 | 8.14% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.16M | $15.02M | $14.99M | -$30,358.76 | -0.2% |
 Joseph Castro Nuveen LLC | 19,251 | $230,434 | $248,049.13 | $17,615.13 | 7.64% |
| SE Sima Elimelech Activest Wealth Management | 800 | $9,728 | $10,288 | $560 | 5.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,358 | $16,461 | $17,457.09 | $996.09 | 6.05% |
| MS Michael Schneck Gridiron Partners LLC | 25,233 | $316,674.15 | $324,496.38 | $7,822.23 | 2.47% |
 Craig Johnsen Fortitude Advisory Group LLC | 26,600 | $396,959.3 | $341,278 | -$55,681.3 | -14.03% |
| RD Rodrigo Diaz Plan Group Financial LLC | 12,865 | $161,456 | $165,313.96 | $3,857.96 | 2.39% |
 Lukas Lindgren Abound Wealth Management | 500 | $6,083 | $6,430 | $347 | 5.7% |
 David Bach River Street Advisors LLC | 12,514 | $145,663 | $160,553.37 | $14,890.37 | 10.22% |
 Jae Cho Marex Group plc | 10,200 | $124,032 | $130,764 | $6,732 | 5.43% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 24,431 | $292,777.15 | $313,205.42 | $20,428.27 | 6.98% |
 Owen McCabe Tyche Wealth Partners LLC | 34,840 | $409,328.2 | $446,648.8 | $37,320.6 | 9.12% |
 Kevyn Hill Hilltop National Bank | 4,208 | $48,981 | $53,946.56 | $4,965.56 | 10.14% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 470 | $5,898.5 | $6,039.5 | $141 | 2.39% |
| RN Ron New Whipplewood Advisors LLC | 81,888 | $959,866.98 | $1.05M | $88,299.42 | 9.2% |
 Maridea Wealth Management LLC Maridea Wealth Management LLC | 12,160 | $152,973 | $155,344 | $2,371 | 1.55% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 13,873 | $168,699 | $177,227.57 | $8,528.57 | 5.06% |
