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HERZのアイコン

Herzfeld Credit Income Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
Thomas J. Herzfeld Advisors
1
Thomas J. Herzfeld Advisors
Florida
$738万 +$78.2万 +14,264 +12%
City of London Investment Management
2
City of London Investment Management
United Kingdom
$113万 +$54.1万 +9,867 +95%
Shaker Financial Services
3
Shaker Financial Services
Virginia
$71.2万 +$49.3万 +8,985 +239%
Bulldog Investors
4
Bulldog Investors
New Jersey
$33.1万 -$18.6万 -3,398 -27%
Doliver Advisors
5
Doliver Advisors
Texas
$25.7万 +$3,510 +64 +1%
Blue Bell Private Wealth Management
6
Blue Bell Private Wealth Management
Pennsylvania
$22.9万 +$19万 +3,466 +546%
Bennicas & Associates
7
Bennicas & Associates
California
$13万 – – –
Compagnie Lombard Odier SCmA
8
Compagnie Lombard Odier SCmA
Switzerland
$12万 – – –
Raymond James & Associates
9
Raymond James & Associates
Florida
$10.8万 -$7.99万 -1,457 -43%
Bank of America
10
Bank of America
North Carolina
$6.8万 – – –
Morgan Stanley
11
Morgan Stanley
New York
$5.1万 -$3,839 -70 -7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$5.1万 – – –
IFP Advisors
13
IFP Advisors
Florida
$4.1万 -$2,029 -37 -5%
UBS Group
14
UBS Group
Switzerland
$2.2万 +$7,020 +128 +49%
Sandy Spring Bank
15
Sandy Spring Bank
Maryland
$1.9万 – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9,000 +$658 +12 +8%
Ladenburg Thalmann Financial Services
17
Ladenburg Thalmann Financial Services
Florida
$8,000 -$1.41万 -257 -62%
Reilly Financial Advisors
18
Reilly Financial Advisors
California
$7,000 – – –
Wells Fargo
19
Wells Fargo
California
$2,000 +$55 +1 +3%
LPL Financial
20
LPL Financial
California
– -$24.3万 -4,508 解消
AGM
21
Alpine Global Management
New York
– -$15万 -2,731 解消
Gramercy Funds Management
22
Gramercy Funds Management
Connecticut
– -$1.7万 -308 解消
D.A. Davidson & Co
23
D.A. Davidson & Co
Montana
– -$1万 -198 解消
Creative Planning
24
Creative Planning
Kansas
– -$4,000 -64 解消
AIM
25
Acrospire Investment Management
Illinois
– -$2,000 -39 解消