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Get Institutions for : 
Invesco Van Kampen Cali Va (VCV)  
$10.43 0.05 (0.48%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    2
Total shares held : 
 8,982,525  
% of shares held : 
 18.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 1,790,689  
% of shares held change : 
   3.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.81  
Last Quarter's Ending Price : 
 $9.96  
Last Quarter's Average Price : 
 $9.78  
Change from last quarter's     
avg. price to the last closing  : 
0.65 (6.65%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 100,985
 1.12%
 
Increased Positions :
26
 2,549,179
 28.38%
 
Unchanged Positions :
16
 201,814
 2.25%
 
Decreased Positions :
11
-321,724
-3.58%
 
Closed Positions :
9
-537,751
-5.99%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   EVOKE WEALTH LLC 224 - 2024-03-31 58,605 $584,000 0
   Core Wealth Partners LLC 69 - 2024-03-31 40,866 $407,000 0
   JANNEY MONTGOMERY SCOTT LLC 2132 - 2024-03-31 40,194 $400,000 0
   Clay Northam Wealth Management LLC 60 - 2024-03-31 29,050 $289,000 0
   Deschutes Portfolio Strategy LLC 166 - 2024-03-31 26,088 $260,000 0
   MARINER WEALTH ADVISORS, LLC 2768 - 2024-03-31 20,000 $199,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2187 - 2024-03-31 19,620 $195,000 0
   Kercheville Advisors LLC 78 - 2024-03-31 17,000 $169,000 0
   EVERETT HARRIS & CO /CA/ 261 - 2024-03-31 16,059 $160,000 0
   Taddei Ludwig & Associates Inc. 75 - 2024-03-31 11,925 $119,000 0
   Mirador Capital Partners LP 189 - 2024-03-31 11,779 $117,000 0
   Alpha Cubed Investments LLC 284 - 2024-03-31 10,550 $105,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 375 - 2024-03-31 10,446 $104,000 0
   TriaGen Wealth Management LLC 157 - 2024-03-31 10,300 $103,000 0
   Mine & Arao Wealth Creation & Management LLC. 115 - 2024-03-31 8,450 $84,000 0
   HOLLENCREST SECURITIES LLC 483 - 2024-03-31 5,166 $51,000 0
   Cherry Tree Wealth Management LLC 330 - 2024-03-31 1,625 $16,000 0
   HANSON MCCLAIN, INC. 2274 - 2024-03-31 683 $7,000 0
   PROEQUITIES INC. 9102 - 2024-03-31 0 $0 0
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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