Swiss Helvetia Fund
SWZ
SWZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of New York Mellon
New York
| – | -$214K | -15,061 | Closed |
|
|
CFSG
52
Community Financial Services Group
Newport,
Vermont
| – | -$23K | -1,640 | Closed |
|
|
OIA
53
Optimum Investment Advisors
Chicago,
Illinois
| – | -$12K | -844 | Closed |
|
|
WF
54
WealthTrust Fairport
Cleveland,
Ohio
| – | -$7K | -499 | Closed |
|
55
Creative Planning
Overland Park,
Kansas
| – | -$3K | -200 | Closed |
|