Total Wealth Planning & Management, Inc. Tekla World Healthcare Fund Transaction History
Total Wealth Planning & Management, Inc.
- $105 Billion
- Q1 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Tekla World Healthcare Fund stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 26,331 shares of THW stock, worth $288,324. This represents 0.29% of its overall portfolio holdings.
Number of Shares
26,331Holding current value
$288,324% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding THW
# of Institutions
91Shares Held
5.96MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA1.04MShares$11.3 Million0.21% of portfolio
-
Morgan Stanley New York, NY912KShares$9.99 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6471KShares$5.15 Million0.0% of portfolio
-
Core Cap Advisors, LLC Southfield, MI299KShares$3.28 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC296KShares$3.24 Million0.0% 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...