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SWZ-Symbol

Swiss Helvetia Fund
SWZ

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Allspring Global Investments
1
Allspring Global Investments
North Carolina
10,4 Mio. $ +1,36 Mio. $ +184.131 +15 %
Lazard Asset Management
2
Lazard Asset Management
New York
6,08 Mio. $ – – –
City of London Investment Management
3
City of London Investment Management
United Kingdom
4,28 Mio. $ -117.938 $ -15.941 -3 %
1607 Capital Partners
4
1607 Capital Partners
Virginia
2,43 Mio. $ -3.130 $ -423 -0,1 %
CL
5
CSS LLC
Illinois
2,18 Mio. $ – – –
GRQ
6
Gardner Russo & Quinn
Pennsylvania
1,92 Mio. $ +29.660 $ +4.009 +2 %
BI
7
Bulldog Investors
New Jersey
1,8 Mio. $ – – –
SFS
8
Shaker Financial Services
Virginia
1,73 Mio. $ -81.419 $ -11.005 -5 %
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
988.000 $ -103.740 $ -14.022 -10 %
Blue Bell Private Wealth Management
10
Blue Bell Private Wealth Management
Pennsylvania
732.912 $ -4.557 $ -616 -0,6 %
UCI
11
Uncommon Cents Investing
Wisconsin
681.487 $ – – –
Morgan Stanley
12
Morgan Stanley
New York
660.532 $ +214.953 $ +29.054 +50 %
AW
13
Atlas Wealth
Ohio
498.453 $ +487.799 $ +65.933 Neu
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
399.546 $ +391.005 $ +52.850 Neu
UBS Group
15
UBS Group
Switzerland
274.942 $ -525 $ -71 -0,2 %
Dynamic Advisor Solutions
16
Dynamic Advisor Solutions
Arizona
188.735 $ +70.736 $ +9.561 +62 %
Raymond James Financial Services Advisors
17
Raymond James Financial Services Advisors
Florida
160.083 $ -19.621 $ -2.652 -11 %
GAMCO Investors
18
GAMCO Investors
Connecticut
121.323 $ – – –
Capital Investment Counsel Inc
19
Capital Investment Counsel Inc
North Carolina
113.105 $ – – –
Kestra Advisory Services
20
Kestra Advisory Services
Texas
97.343 $ – – –
Raymond James & Associates
21
Raymond James & Associates
Florida
95.256 $ -3.329 $ -450 -3 %
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
95.000 $ +93.353 $ +12.618 Neu
Wolverine Asset Management
23
Wolverine Asset Management
Illinois
86.471 $ -64.854 $ -8.766 -43 %
Wells Fargo
24
Wells Fargo
California
84.975 $ -477.966 $ -64.604 -85 %
Bank of America
25
Bank of America
North Carolina
52.224 $ -4.025 $ -544 -7 %
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