Kingswood Wealth Advisors, LLC Tekla World Healthcare Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Tekla World Healthcare Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,000 shares of THW stock, worth $191,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,000Holding current value
$191,360% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding THW
# of Institutions
71Shares Held
4.37MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY927KShares$11.1 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6460KShares$5.5 Million0.0% of portfolio
-
Core Cap Advisors, LLC Southfield, MI302KShares$3.62 Million0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC299KShares$3.58 Million0.0% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX240KShares$2.87 Million0.04% of portfolio
About Tekla World Healthcare Fund
- Ticker THW
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Tekla World Healthcare Fund is a closed-ended balanced mutual fund launched and managed by Tekla Capital Management LLC. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in stocks of companies operating in the healthcare sector. For its fixed income portion, the fund primarily invests in corporate d...