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SWZ 아이콘

Swiss Helvetia Fund

이름 보유액 거래대금 주식 수
변동
지분
변동
Amica Pension Fund Board of Trustees
26
Amica Pension Fund Board of Trustees
Rhode Island
US$31.5만 – – –
Meridian Investment Counsel
27
Meridian Investment Counsel
California
US$30.5만 +US$693 +70 +0.2%
Doliver Advisors
28
Doliver Advisors
Texas
US$27만 +US$26.2만 +26,489 신규
Shufro Rose & Co
29
Shufro Rose & Co
New York
US$25.4만 -US$25.9만 -26,180 청산됨
Brown Brothers Harriman & Co
30
Brown Brothers Harriman & Co
New York
US$25.4만 – – –
TC
31
TFS Capital
Pennsylvania
US$20.4만 +US$19.8만 +20,011 신규
Ancora Advisors
32
Ancora Advisors
Ohio
US$17.7만 – – –
CMT Trading
33
CMT Trading
Illinois
US$16.4만 +US$16만 +16,200 신규
Smith Salley Wealth Management
34
Smith Salley Wealth Management
North Carolina
US$16.1만 – – –
Tocqueville Asset Management
35
Tocqueville Asset Management
New York
US$15.9만 -US$6.3만 -6,360 -29%
Raymond James & Associates
36
Raymond James & Associates
Florida
US$15.2만 +US$14.8만 +14,976 신규
LPL Financial
37
LPL Financial
California
US$14.8만 +US$991 +100 +0.7%
Curi RMB Capital
38
Curi RMB Capital
Illinois
US$13.9만 +US$7.6천 +767 +6%
UBS Group
39
UBS Group
Switzerland
US$13.5만 -US$3.53만 -3,562 -21%
SOL Capital Management
40
SOL Capital Management
Maryland
US$12.7만 – – –
Northern Trust
41
Northern Trust
Illinois
US$12.5만 +US$12.2만 +12,269 신규
Wilmington Savings Fund Society
42
Wilmington Savings Fund Society
Delaware
US$12만 – – –
Truist Financial
43
Truist Financial
North Carolina
US$11.1만 +US$4.7천 +475 +5%
Kelman-Lazarov Inc
44
Kelman-Lazarov Inc
Tennessee
US$10.5만 +US$10.3만 +10,387 신규
FineMark National Bank & Trust
45
FineMark National Bank & Trust
Florida
US$10.2만 +US$9.9만 +10,028 신규
Amica Retiree Medical Trust
46
Amica Retiree Medical Trust
Rhode Island
US$5만 – – –
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
US$4.8만 – – –
BlackRock Advisors
48
BlackRock Advisors
Delaware
US$3.3만 -US$337 -34 -1%
Thomas J. Herzfeld Advisors
49
Thomas J. Herzfeld Advisors
Florida
US$2.4만 – – –
JP Morgan Chase
50
JP Morgan Chase
New York
US$1.8만 +US$743 +75 +5%