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SWZ
Swiss Helvetia Fund
6.00
USD
0.00
0%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
0%
5 days
0.67%
1 month
1.52%
3 months
0%
6 months
-2.28%
Year to date
-3.69%
1 year
-0.83%
5 years
-40%
10 years
-42.64%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
51
Bank of New York Mellon
New York
| – | -$214K | -15,061 | Closed |
|
| 52 |
CFSG
52
Community Financial Services Group
Newport,
Vermont
| – | -$23K | -1,640 | Closed |
|
| 53 |
OIA
53
Optimum Investment Advisors
Chicago,
Illinois
| – | -$12K | -844 | Closed |
|
| 54 |
WF
54
WealthTrust Fairport
Cleveland,
Ohio
| – | -$7K | -499 | Closed |
|
| 55 |
55
Creative Planning
Overland Park,
Kansas
| – | -$3K | -200 | Closed |
|