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SWZ
Swiss Helvetia Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WC
26
Winmill & Co
Walpole,
New Hampshire
| $26.8K | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $26.4K | – | – | – |
|
28
JP Morgan Chase
New York
| $21.2K | -$28.3K | -3,717 | -59% |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $20.7K | -$4.22K | -553 | -18% |
|
|
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $15K | – | – | – |
|
|
AA
31
Ancora Advisors
Cleveland,
Ohio
| $8.76K | – | – | – |
|
|
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $7.8K | -$3.79K | -497 | -34% |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
AW
34
Atlas Wealth
Cincinnati,
Ohio
| – | -$482K | -63,138 | Closed |
|
|
RJFSA
35
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$154K | -20,175 | Closed |
|
36
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$85K | -11,097 | Closed |
|