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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
Shufro Rose & Co
26
Shufro Rose & Co
New York
$42.4万 -$5,175 -360 -1%
Tocqueville Asset Management
27
Tocqueville Asset Management
New York
$33.4万 +$32.9万 +22,908 新規
UBS
28
UBS
Switzerland
$32.8万 +$1.98万 +1,374 +7%
Guggenheim Capital
29
Guggenheim Capital
Illinois
$31.6万 – – –
Brown Brothers Harriman & Co
30
Brown Brothers Harriman & Co
New York
$29.1万 – – –
Truist Financial
31
Truist Financial
North Carolina
$25.8万 +$201 +14 +0.1%
Ancora Advisors
32
Ancora Advisors
Ohio
$25.4万 – – –
SII Investments
33
SII Investments
Wisconsin
$24.7万 +$24.4万 +16,982 新規
LPL Financial
34
LPL Financial
California
$21.4万 -$1.29万 -900 -6%
Yakira Capital Management
35
Yakira Capital Management
Connecticut
$21.1万 -$14.1万 -9,787 -40%
Smith Salley Wealth Management
36
Smith Salley Wealth Management
North Carolina
$19.9万 – – –
SOL Capital Management
37
SOL Capital Management
Maryland
$17.8万 – – –
Advisor Partners
38
Advisor Partners
California
$17.6万 – – –
Wilmington Savings Fund Society
39
Wilmington Savings Fund Society
Delaware
$17.2万 – – –
Cetera Advisor Networks
40
Cetera Advisor Networks
California
$17.1万 – – –
Blue Bell Private Wealth Management
41
Blue Bell Private Wealth Management
Pennsylvania
$16.7万 +$10.5万 +7,272 +172%
Bartlett & Co
42
Bartlett & Co
Ohio
$16.2万 -$12.1万 -8,452 -43%
Landscape Capital Management
43
Landscape Capital Management
New Jersey
$15.2万 +$15万 +10,442 新規
CMT Trading
44
CMT Trading
Illinois
$14.9万 – – –
Gramercy Funds Management
45
Gramercy Funds Management
Connecticut
$7.8万 – – –
Citigroup
46
Citigroup
New York
$5.9万 -$9.7万 -6,760 -62%
First Manhattan
47
First Manhattan
New York
$4.2万 – – –
WA
48
WFG Advisors
Texas
$2.8万 – – –
CFSG
49
Community Financial Services Group
Vermont
$2.4万 – – –
Tower Research Capital (TRC)
50
Tower Research Capital (TRC)
New York
$2万 -$1.03万 -718 -34%