Advisor Group Holdings, Inc. Swiss Helvetia Fund, Inc. Transaction History
Advisor Group Holdings, Inc.
- $44.4 Billion
- Q2 2025
A detailed history of Advisor Group Holdings, Inc. transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 2,000 shares of SWZ stock, worth $12,140. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,000
Previous 7,591
73.65%
Holding current value
$12,140
Previous $69,000
82.61%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding SWZ
# of Institutions
42Shares Held
6.14MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC1.93MShares$11.7 Million0.02% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL670KShares$4.07 Million0.33% of portfolio
-
Lazard Asset Management LLC New York, NY666KShares$4.04 Million0.01% of portfolio
-
Css LLC Chicago, IL525KShares$3.19 Million0.34% of portfolio
-
Tom Russo Gardner Russo & Quinn LLC434KShares$2.64 Million0.04% 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...