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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
Morgan Stanley
26
Morgan Stanley
New York
$29.6万 -$4.33万 -3,551 -13%
Guggenheim Capital
27
Guggenheim Capital
Illinois
$28.1万 -$24万 -19,681 -47%
Raymond James & Associates
28
Raymond James & Associates
Florida
$19.8万 -$12万 -9,845 -39%
Ancora Advisors
29
Ancora Advisors
Ohio
$19.7万 -$29.6万 -24,259 -61%
Doliver Advisors
30
Doliver Advisors
Texas
$19.1万 +$18.3万 +15,008 新規
Smith Salley Wealth Management
31
Smith Salley Wealth Management
North Carolina
$17.6万 -$3.31万 -2,716 -16%
AGM
32
Alpine Global Management
New York
$16.2万 +$15.5万 +12,756 新規
AGU
33
Alpine Group USVI
U.S. Virgin Islands
$16.2万 +$15.5万 +12,756 新規
UBS Group
34
UBS Group
Switzerland
$14.9万 -$1.53万 -1,255 -10%
SOL Capital Management
35
SOL Capital Management
Maryland
$14.3万 – – –
FineMark National Bank & Trust
36
FineMark National Bank & Trust
Florida
$12.7万 – – –
Blue Bell Private Wealth Management
37
Blue Bell Private Wealth Management
Pennsylvania
$7.6万 -$22.1万 -18,101 -75%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$4.9万 +$4.7万 +3,856 新規
Smithfield Trust
39
Smithfield Trust
Pennsylvania
$3.5万 – – –
Thomas J. Herzfeld Advisors
40
Thomas J. Herzfeld Advisors
Florida
$2.5万 -$4,460 -366 -16%
JP Morgan Chase
41
JP Morgan Chase
New York
$2.2万 – – –
Federation des caisses Desjardins du Quebec
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43万 – – –
Barclays
43
Barclays
United Kingdom
$1.3万 – – –
North Star Investment Management
44
North Star Investment Management
Illinois
$1.3万 – – –
Creative Planning
45
Creative Planning
Kansas
$1万 -$3,692 -303 -28%
Tompkins Financial
46
Tompkins Financial
New York
$6,000 – – –
QCI Asset Management
47
QCI Asset Management
New York
$6,000 +$5,435 +446 新規
US Bancorp
48
US Bancorp
Minnesota
$4,000 -$670 -55 -16%
Tower Research Capital (TRC)
49
Tower Research Capital (TRC)
New York
$3,000 -$2.02万 -1,660 -89%
Bartlett & Co
50
Bartlett & Co
Ohio
$3,000 -$487 -40 -16%