Primoris Wealth Advisors, LLC Tekla World Healthcare Fund Transaction History
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Tekla World Healthcare Fund stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 19,657 shares of THW stock, worth $215,244. This represents 0.19% of its overall portfolio holdings.
Number of Shares
19,657
Previous 20,377
3.53%
Holding current value
$215,244
Previous $224,000
0.89%
% of portfolio
0.19%
Previous 0.18%
Shares
14 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...