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SWZのアイコン

Swiss Helvetia Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
XTX Topco
26
XTX Topco
Cayman Islands
$14.8万 +$2.93万 +4,887 +24%
LPL Financial
27
LPL Financial
California
$14.6万 +$14.7万 +24,599 新規
Wells Fargo
28
Wells Fargo
California
$10.5万 +$1,018 +170 +1%
Capital Investment Counsel Inc
29
Capital Investment Counsel Inc
North Carolina
$8.89万 – – –
Belpointe Asset Management
30
Belpointe Asset Management
Nevada
$8.59万 – – –
Fortis Capital Advisors
31
Fortis Capital Advisors
Kansas
$8.59万 – – –
MPWS
32
McCarter Private Wealth Services
Massachusetts
$8.59万 – – –
UBS Group
33
UBS Group
Switzerland
$6.89万 -$21.4万 -35,700 -75%
Rivernorth Capital Management
34
Rivernorth Capital Management
Florida
$6.05万 -$192万 -320,830 -97%
TrueMark Investments
35
TrueMark Investments
Illinois
$6.05万 -$3,354 -560 -5%
IWM
36
Integris Wealth Management
California
$5.97万 – – –
WC
37
Winmill & Co
New Hampshire
$1.34万 – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$1.02万 – – –
North Star Investment Management
39
North Star Investment Management
Illinois
$5,649 – – –
APW
40
Allied Private Wealth
Florida
$3,673 +$3,708 +619 新規
SNBOSD
41
Security National Bank of So Dak
Iowa
$1,241 +$1,252 +209 新規
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$95 – – –
Allspring Global Investments
43
Allspring Global Investments
North Carolina
– -$386万 -650,702 解消
CC
44
CF Capital
Massachusetts
– -$28.2万 -47,591 解消
Nixon Peabody Trust
45
Nixon Peabody Trust
Massachusetts
– -$24.9万 -42,024 解消
Kestra Advisory Services
46
Kestra Advisory Services
Texas
– -$11.2万 -18,819 解消
Raymond James Financial
47
Raymond James Financial
Florida
– -$9.8万 -16,590 解消
Ancora Advisors
48
Ancora Advisors
Ohio
– -$6,333 -1,068 解消
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
– -$1,000 -249 解消