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icono de SWZ

Swiss Helvetia Fund
SWZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Amica Pension Fund Board of Trustees
26
Amica Pension Fund Board of Trustees
Rhode Island
USD 321 k – – –
Meridian Investment Counsel
27
Meridian Investment Counsel
California
USD 310 k – – –
Brown Brothers Harriman & Co
28
Brown Brothers Harriman & Co
New York
USD 258 k – – –
Shufro Rose & Co
29
Shufro Rose & Co
New York
USD 258 k – – –
Ancora Advisors
30
Ancora Advisors
Ohio
USD 183 k +USD 2.95 k +286 +2%
CMT Trading
31
CMT Trading
Illinois
USD 174 k +USD 6.44 k +625 +4%
Smith Salley Wealth Management
32
Smith Salley Wealth Management
North Carolina
USD 167 k +USD 2.93 k +284 +2%
Raymond James & Associates
33
Raymond James & Associates
Florida
USD 165 k +USD 10.3 k +1,000 +7%
Tocqueville Asset Management
34
Tocqueville Asset Management
New York
USD 161 k – – –
LPL Financial
35
LPL Financial
California
USD 158 k +USD 9.9 k +961 +6%
UBS Group
36
UBS Group
Switzerland
USD 152 k +USD 14.5 k +1,409 +11%
Geode Capital Management
37
Geode Capital Management
Massachusetts
USD 141 k – – –
SOL Capital Management
38
SOL Capital Management
Maryland
USD 123 k -USD 5.9 k -572 -5%
Wilmington Savings Fund Society
39
Wilmington Savings Fund Society
Delaware
USD 122 k – – –
Truist Financial
40
Truist Financial
North Carolina
USD 113 k – – –
Bank of New York Mellon
41
Bank of New York Mellon
New York
USD 109 k +USD 108 k +10,514 Nuevas
Kelman-Lazarov Inc
42
Kelman-Lazarov Inc
Tennessee
USD 107 k – – –
Raymond James Financial Services Advisors
43
Raymond James Financial Services Advisors
Florida
USD 107 k +USD 106 k +10,307 Nuevas
FineMark National Bank & Trust
44
FineMark National Bank & Trust
Florida
USD 104 k – – –
Amica Retiree Medical Trust
45
Amica Retiree Medical Trust
Rhode Island
USD 50 k – – –
Blue Bell Private Wealth Management
46
Blue Bell Private Wealth Management
Pennsylvania
USD 37 k -USD 12.8 k -1,242 -26%
Smithfield Trust
47
Smithfield Trust
Pennsylvania
USD 29 k +USD 28.7 k +2,780 Nuevas
Tower Research Capital (TRC)
48
Tower Research Capital (TRC)
New York
USD 25 k +USD 17.2 k +1,669 +237%
Thomas J. Herzfeld Advisors
49
Thomas J. Herzfeld Advisors
Florida
USD 24 k – – –
JP Morgan Chase
50
JP Morgan Chase
New York
USD 18 k – – –
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