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Invesco California Value Municipal Income Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 125,105 | $1.35M | $1.33M | -$20,023.86 | -1.48% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 10,254 | $113,600.55 | $108,179.7 | -$5,420.85 | -4.77% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 570,385 | $5.75M | $6.02M | $264,395.83 | 4.6% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 13,000 | $171,990 | $137,150 | -$34,840 | -20.26% |
 Brian Clay Clay Northam Wealth Management LLC | 29,211 | $307,125.52 | $311,973.48 | $4,847.96 | 1.58% |
| NH Nathaniel Holden Core Wealth Partners LLC | 40,866 | $407,578.94 | $431,136.3 | $23,557.36 | 5.78% |
 Amir Har-El Savvy Advisors, Inc. | 17,030 | $180,346 | $179,666.5 | -$679.5 | -0.38% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $4,176 | $4,220 | $44 | 1.05% |
 Heather Scully NWF Advisory Services Inc. | 18,300 | $201,718.05 | $193,065 | -$8,653.05 | -4.29% |
 Adam Scott Argyle Capital Partners LLC | 40,364 | $435,532.13 | $428,262.04 | -$7,270.09 | -1.67% |
