Dynamic Advisor Solutions LLC Swiss Helvetia Fund, Inc. Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 20,479 shares of SWZ stock, worth $167,723. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,479
Previous 22,039
7.08%
Holding current value
$167,723
Previous $177,000
3.39%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding SWZ
# of Institutions
42Shares Held
5.53MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC2.15MShares$17.6 Million0.03% of portfolio
-
Lazard Asset Management LLC New York, NY704KShares$5.77 Million0.01% of portfolio
-
1607 Capital Partners, LLC Richmond, VA364KShares$2.98 Million0.26% of portfolio
-
Shaker Financial Services, LLC328KShares$2.68 Million1.13% of portfolio
-
Css LLC Chicago, IL301KShares$2.47 Million0.24% 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...