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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
John G. Ullman & Associates
26
John G. Ullman & Associates
New York
$29.8万 -$3.38万 -2,775 -10%
Guggenheim Capital
27
Guggenheim Capital
Illinois
$28.6万 +$3,774 +310 +1%
Tocqueville Asset Management
28
Tocqueville Asset Management
New York
$25.7万 +$7,780 +639 +3%
Doliver Advisors
29
Doliver Advisors
Texas
$23.4万 -$52.2万 -42,913 -68%
Brown Brothers Harriman & Co
30
Brown Brothers Harriman & Co
New York
$23.3万 – – –
Ancora Advisors
31
Ancora Advisors
Ohio
$20.4万 +$21.2万 +17,432 新規
Smith Salley Wealth Management
32
Smith Salley Wealth Management
North Carolina
$17.1万 – – –
UBS Group
33
UBS Group
Switzerland
$15.9万 +$2.52万 +2,067 +18%
ALA
34
Atherton Lane Advisers
California
$15.7万 -$1.96万 -1,610 -11%
Blue Bell Private Wealth Management
35
Blue Bell Private Wealth Management
Pennsylvania
$14.7万 -$3.04万 -2,500 -17%
SOL Capital Management
36
SOL Capital Management
Maryland
$14.3万 – – –
Advisor Partners
37
Advisor Partners
California
$13.9万 – – –
Wilmington Savings Fund Society
38
Wilmington Savings Fund Society
Delaware
$13.8万 – – –
Truist Financial
39
Truist Financial
North Carolina
$12万 -$1.05万 -860 -8%
JP Morgan Private Wealth Advisors
40
JP Morgan Private Wealth Advisors
California
$11.7万 – – –
BlackRock Advisors
41
BlackRock Advisors
Delaware
$5.9万 +$6.09万 +5,000 新規
Citigroup
42
Citigroup
New York
$4.9万 -$1.22万 -998 -19%
Wolverine Asset Management
43
Wolverine Asset Management
Illinois
$4.6万 -$231万 -189,381 -98%
Thomas J. Herzfeld Advisors
44
Thomas J. Herzfeld Advisors
Florida
$2.6万 – – –
CFSG
45
Community Financial Services Group
Vermont
$1.9万 – – –
MUFG Americas
46
MUFG Americas
New York
$1.7万 – – –
US Bancorp
47
US Bancorp
Minnesota
$1.1万 – – –
North Star Investment Management
48
North Star Investment Management
Illinois
$8,000 – – –
Bartlett & Co
49
Bartlett & Co
Ohio
$3,000 – – –
Commonwealth Financial Services
50
Commonwealth Financial Services
West Virginia
$3,000 – – –