Sage View Advisory Group, LLC Swiss Helvetia Fund, Inc. Call Options Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SWZ
# of Institutions
38Shares Held
5.81MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC2.15MShares$16.2 Million0.03% of portfolio
-
Lazard Asset Management LLC New York, NY745KShares$5.61 Million0.01% of portfolio
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1607 Capital Partners, LLC Richmond, VA407KShares$3.07 Million0.33% of portfolio
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Shaker Financial Services, LLC328KShares$2.47 Million1.13% of portfolio
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Css LLC Chicago, IL290KShares$2.19 Million0.26% 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...