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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
$32.1万 – – –
Meridian Investment Counsel
27
Meridian Investment Counsel
California
$31万 – – –
Brown Brothers Harriman & Co
28
Brown Brothers Harriman & Co
New York
$25.8万 – – –
Shufro Rose & Co
29
Shufro Rose & Co
New York
$25.8万 – – –
Ancora Advisors
30
Ancora Advisors
Ohio
$18.3万 +$2,949 +286 +2%
CMT Trading
31
CMT Trading
Illinois
$17.4万 +$6,445 +625 +4%
Smith Salley Wealth Management
32
Smith Salley Wealth Management
North Carolina
$16.7万 +$2,929 +284 +2%
Raymond James & Associates
33
Raymond James & Associates
Florida
$16.5万 +$1.03万 +1,000 +7%
Tocqueville Asset Management
34
Tocqueville Asset Management
New York
$16.1万 – – –
LPL Financial
35
LPL Financial
California
$15.8万 +$9,910 +961 +6%
UBS Group
36
UBS Group
Switzerland
$15.2万 +$1.45万 +1,409 +11%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$14.1万 – – –
SOL Capital Management
38
SOL Capital Management
Maryland
$12.3万 -$5,898 -572 -5%
Wilmington Savings Fund Society
39
Wilmington Savings Fund Society
Delaware
$12.2万 – – –
Truist Financial
40
Truist Financial
North Carolina
$11.3万 – – –
Bank of New York Mellon
41
Bank of New York Mellon
New York
$10.9万 +$10.8万 +10,514 新規
Kelman-Lazarov Inc
42
Kelman-Lazarov Inc
Tennessee
$10.7万 – – –
Raymond James Financial Services Advisors
43
Raymond James Financial Services Advisors
Florida
$10.7万 +$10.6万 +10,307 新規
FineMark National Bank & Trust
44
FineMark National Bank & Trust
Florida
$10.4万 – – –
Amica Retiree Medical Trust
45
Amica Retiree Medical Trust
Rhode Island
$5万 – – –
Blue Bell Private Wealth Management
46
Blue Bell Private Wealth Management
Pennsylvania
$3.7万 -$1.28万 -1,242 -26%
Smithfield Trust
47
Smithfield Trust
Pennsylvania
$2.9万 +$2.87万 +2,780 新規
Tower Research Capital (TRC)
48
Tower Research Capital (TRC)
New York
$2.5万 +$1.72万 +1,669 +237%
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 – – –