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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
$31.6万 – – –
Mariner Investment Group
27
Mariner Investment Group
New York
$31.2万 +$31.3万 +30,532 新規
Meridian Investment Counsel
28
Meridian Investment Counsel
California
$30.6万 – – –
Peak Asset Management
29
Peak Asset Management
Colorado
$29.6万 -$13.6万 -13,264 -31%
Brown Brothers Harriman & Co
30
Brown Brothers Harriman & Co
New York
$25.5万 – – –
Shufro Rose & Co
31
Shufro Rose & Co
New York
$25.1万 +$25.2万 +24,564 新規
Morgan Stanley
32
Morgan Stanley
New York
$24.2万 +$3.09万 +3,006 +15%
Citigroup
33
Citigroup
New York
$19.3万 -$19.6万 -19,072 -50%
CMT Trading
34
CMT Trading
Illinois
$18.6万 +$2.01万 +1,959 +12%
Doliver Advisors
35
Doliver Advisors
Texas
$17.4万 +$17.5万 +17,067 新規
Smith Salley Wealth Management
36
Smith Salley Wealth Management
North Carolina
$14.4万 -$9,699 -945 -6%
UBS Group
37
UBS Group
Switzerland
$12.3万 +$3,623 +353 +3%
Wilmington Savings Fund Society
38
Wilmington Savings Fund Society
Delaware
$12万 – – –
SOL Capital Management
39
SOL Capital Management
Maryland
$11.5万 -$6,815 -664 -6%
Truist Financial
40
Truist Financial
North Carolina
$11.2万 – – –
M&T Bank
41
M&T Bank
New York
$10.3万 -$1,406 -137 -1%
Tocqueville Asset Management
42
Tocqueville Asset Management
New York
$10.2万 -$5.69万 -5,542 -36%
FineMark National Bank & Trust
43
FineMark National Bank & Trust
Florida
$10.2万 – – –
Kelman-Lazarov Inc
44
Kelman-Lazarov Inc
Tennessee
$7.27万 -$1.87万 -1,820 -20%
Amica Retiree Medical Trust
45
Amica Retiree Medical Trust
Rhode Island
$5万 – – –
BlackRock Advisors
46
BlackRock Advisors
Delaware
$3.8万 +$3.8万 +3,705 新規
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
$3.5万 -$1,478 -144 -4%
Smithfield Trust
48
Smithfield Trust
Pennsylvania
$2.8万 – – –
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 – – –