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ícone de HERZ

Herzfeld Credit Income Fund
HERZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Thomas J. Herzfeld Advisors
1
Thomas J. Herzfeld Advisors
Florida
US$ 2,58 mi – – –
Doliver Advisors
2
Doliver Advisors
Texas
US$ 581 mil +US$ 436 mil +8.632 +239%
LPL Financial
3
LPL Financial
California
US$ 204 mil -US$ 214 mil -4.227 -49%
Raymond James & Associates
4
Raymond James & Associates
Florida
US$ 168 mil +US$ 46,2 mil +915 +35%
Bennicas & Associates
5
Bennicas & Associates
California
US$ 107 mil – – –
Compagnie Lombard Odier SCmA
6
Compagnie Lombard Odier SCmA
Switzerland
US$ 102 mil – – –
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
US$ 62 mil -US$ 12,3 mil -244 -16%
Morgan Stanley
8
Morgan Stanley
New York
US$ 53 mil -US$ 15,2 mil -301 -21%
Creative Planning
9
Creative Planning
Kansas
US$ 46 mil +US$ 455 +9 +0,9%
Bank of America
10
Bank of America
North Carolina
US$ 42 mil -US$ 6,97 mil -138 -13%
IFP Advisors
11
IFP Advisors
Florida
US$ 39 mil +US$ 41,8 mil +828 Nova
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
US$ 24 mil – – –
UBS Group
13
UBS Group
Switzerland
US$ 22 mil +US$ 10,9 mil +215 +82%
Sandy Spring Bank
14
Sandy Spring Bank
Maryland
US$ 16 mil – – –
US Bancorp
15
US Bancorp
Minnesota
US$ 13 mil – – –
Citigroup
16
Citigroup
New York
US$ 6 mil – – –
Deutsche Bank
17
Deutsche Bank
Germany
US$ 6 mil – – –
Kistler-Tiffany Companies
18
Kistler-Tiffany Companies
Pennsylvania
US$ 5 mil – – –
Tower Research Capital (TRC)
19
Tower Research Capital (TRC)
New York
US$ 4 mil +US$ 3,89 mil +77 Nova
Wells Fargo
20
Wells Fargo
California
US$ 2 mil -US$ 16,9 mil -335 -87%
Virtu KCG Holdings
21
Virtu KCG Holdings
New York
– -US$ 164 mil -3.021 Encerrada
TC
22
TFS Capital
Pennsylvania
– -US$ 128 mil -2.358 Encerrada
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
– -US$ 1 mil -26 Encerrada