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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
Amica Pension Fund Board of Trustees
26
Amica Pension Fund Board of Trustees
Rhode Island
$31.5万 – – –
Meridian Investment Counsel
27
Meridian Investment Counsel
California
$30.5万 +$693 +70 +0.2%
Doliver Advisors
28
Doliver Advisors
Texas
$27万 +$26.2万 +26,489 新規
Shufro Rose & Co
29
Shufro Rose & Co
New York
$25.4万 -$25.9万 -26,180 解消
Brown Brothers Harriman & Co
30
Brown Brothers Harriman & Co
New York
$25.4万 – – –
TC
31
TFS Capital
Pennsylvania
$20.4万 +$19.8万 +20,011 新規
Ancora Advisors
32
Ancora Advisors
Ohio
$17.7万 – – –
CMT Trading
33
CMT Trading
Illinois
$16.4万 +$16万 +16,200 新規
Smith Salley Wealth Management
34
Smith Salley Wealth Management
North Carolina
$16.1万 – – –
Tocqueville Asset Management
35
Tocqueville Asset Management
New York
$15.9万 -$6.3万 -6,360 -29%
Raymond James & Associates
36
Raymond James & Associates
Florida
$15.2万 +$14.8万 +14,976 新規
LPL Financial
37
LPL Financial
California
$14.8万 +$991 +100 +0.7%
Curi RMB Capital
38
Curi RMB Capital
Illinois
$13.9万 +$7,598 +767 +6%
UBS Group
39
UBS Group
Switzerland
$13.5万 -$3.53万 -3,562 -21%
SOL Capital Management
40
SOL Capital Management
Maryland
$12.7万 – – –
Northern Trust
41
Northern Trust
Illinois
$12.5万 +$12.2万 +12,269 新規
Wilmington Savings Fund Society
42
Wilmington Savings Fund Society
Delaware
$12万 – – –
Truist Financial
43
Truist Financial
North Carolina
$11.1万 +$4,705 +475 +5%
Kelman-Lazarov Inc
44
Kelman-Lazarov Inc
Tennessee
$10.5万 +$10.3万 +10,387 新規
FineMark National Bank & Trust
45
FineMark National Bank & Trust
Florida
$10.2万 +$9.9万 +10,028 新規
Amica Retiree Medical Trust
46
Amica Retiree Medical Trust
Rhode Island
$5万 – – –
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
$4.8万 – – –
BlackRock Advisors
48
BlackRock Advisors
Delaware
$3.3万 -$337 -34 -1%
Thomas J. Herzfeld Advisors
49
Thomas J. Herzfeld Advisors
Florida
$2.4万 – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$1.8万 +$743 +75 +5%