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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
XTX Topco
26
XTX Topco
Cayman Islands
USD 148 k +USD 29.3 k +4,887 +24%
LPL Financial
27
LPL Financial
California
USD 146 k +USD 147 k +24,599 Nuevas
Wells Fargo
28
Wells Fargo
California
USD 105 k +USD 1.02 k +170 +1%
Capital Investment Counsel Inc
29
Capital Investment Counsel Inc
North Carolina
USD 88.9 k – – –
Belpointe Asset Management
30
Belpointe Asset Management
Nevada
USD 85.9 k – – –
Fortis Capital Advisors
31
Fortis Capital Advisors
Kansas
USD 85.9 k – – –
MPWS
32
McCarter Private Wealth Services
Massachusetts
USD 85.9 k – – –
UBS Group
33
UBS Group
Switzerland
USD 68.9 k -USD 214 k -35,700 -75%
Rivernorth Capital Management
34
Rivernorth Capital Management
Florida
USD 60.5 k -USD 1.92 M -320,830 -97%
TrueMark Investments
35
TrueMark Investments
Illinois
USD 60.5 k -USD 3.35 k -560 -5%
IWM
36
Integris Wealth Management
California
USD 59.7 k – – –
WC
37
Winmill & Co
New Hampshire
USD 13.4 k – – –
JP Morgan Chase
38
JP Morgan Chase
New York
USD 10.2 k – – –
North Star Investment Management
39
North Star Investment Management
Illinois
USD 5.65 k – – –
APW
40
Allied Private Wealth
Florida
USD 3.67 k +USD 3.71 k +619 Nuevas
SNBOSD
41
Security National Bank of So Dak
Iowa
USD 1.24 k +USD 1.25 k +209 Nuevas
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
USD 95 – – –
Allspring Global Investments
43
Allspring Global Investments
North Carolina
– -USD 3.86 M -650,702 Cerradas
CC
44
CF Capital
Massachusetts
– -USD 282 k -47,591 Cerradas
Nixon Peabody Trust
45
Nixon Peabody Trust
Massachusetts
– -USD 249 k -42,024 Cerradas
Kestra Advisory Services
46
Kestra Advisory Services
Texas
– -USD 112 k -18,819 Cerradas
Raymond James Financial
47
Raymond James Financial
Florida
– -USD 98.4 k -16,590 Cerradas
Ancora Advisors
48
Ancora Advisors
Ohio
– -USD 6.33 k -1,068 Cerradas
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
– -USD 1 k -249 Cerradas
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