Raymond James Financial Inc Swiss Helvetia Fund, Inc. Transaction History
Raymond James Financial Inc
- $280 Billion
- Q2 2025
A detailed history of Raymond James Financial Inc transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Raymond James Financial Inc holds 8,750 shares of SWZ stock, worth $52,850. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,750Holding current value
$52,850% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SWZ
# of Institutions
41Shares Held
7.18MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC2.13MShares$12.8 Million0.02% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL670KShares$4.05 Million0.33% of portfolio
-
Lazard Asset Management LLC New York, NY666KShares$4.02 Million0.01% of portfolio
-
Matisse Capital607KShares$3.67 Million1.73% of portfolio
-
Css LLC Chicago, IL525KShares$3.17 Million0.34% of portfolio
About SWISS HELVETIA FUND, INC.
- Ticker SWZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all ma...