で公開中です! 詳しく見る
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
Wells Fargo
1
Wells Fargo
California
$1202万 +$10.5万 +11,198 +0.9%
Lazard Asset Management
2
Lazard Asset Management
New York
$784万 -$21.3万 -22,644 -3%
City of London Investment Management
3
City of London Investment Management
United Kingdom
$669万 – – –
CL
4
CSS LLC
Illinois
$443万 -$6.04万 -6,414 -1%
1607 Capital Partners
5
1607 Capital Partners
Virginia
$344万 -$12.6万 -13,417 -4%
MC
6
Matisse Capital
Oregon
$304万 -$1.98万 -2,100 -0.7%
GRQ
7
Gardner Russo & Quinn
Pennsylvania
$221万 +$2.96万 +3,146 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$151万 -$6.72万 -7,136 -4%
SFS
9
Shaker Financial Services
Virginia
$124万 +$27.9万 +29,587 +30%
Blue Bell Private Wealth Management
10
Blue Bell Private Wealth Management
Pennsylvania
$107万 -$5.53万 -5,874 -5%
CA
11
Cornerstone Advisors
North Carolina
$88.1万 +$13.8万 +14,607 +19%
UCI
12
Uncommon Cents Investing
Wisconsin
$87.7万 – – –
Wolverine Asset Management
13
Wolverine Asset Management
Illinois
$77.6万 +$32.1万 +34,079 +74%
Bank of America
14
Bank of America
North Carolina
$67.7万 +$2.02万 +2,147 +3%
BI
15
Bulldog Investors
New Jersey
$60.3万 – – –
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$32.5万 +$31.4万 +33,380 新規
UBS Group
17
UBS Group
Switzerland
$28.7万 +$1,544 +164 +0.6%
Raymond James & Associates
18
Raymond James & Associates
Florida
$26.8万 -$4,294 -456 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$26.5万 +$25.6万 +27,200 新規
Morgan Stanley
20
Morgan Stanley
New York
$20.3万 – – –
LPL Financial
21
LPL Financial
California
$15.9万 +$15.4万 +16,350 新規
GAMCO Investors
22
GAMCO Investors
Connecticut
$15.6万 – – –
Capital Investment Counsel Inc
23
Capital Investment Counsel Inc
North Carolina
$14.6万 – – –
Raymond James Financial Services Advisors
24
Raymond James Financial Services Advisors
Florida
$14.6万 – – –
Kestra Advisory Services
25
Kestra Advisory Services
Texas
$12.5万 – – –