Strategic Financial Concepts, LLC Tekla World Healthcare Fund Transaction History
Strategic Financial Concepts, LLC
- $688 Billion
- Q3 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Tekla World Healthcare Fund stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 11,900 shares of THW stock, worth $149,702. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,900
Previous 14,400
17.36%
Holding current value
$149,702
Previous $148 Million
1.49%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding THW
# of Institutions
88Shares Held
6.63MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA1.11MShares$13.9 Million0.18% of portfolio
-
Morgan Stanley New York, NY1.01MShares$12.8 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC665KShares$8.37 Million0.28% of portfolio
-
Royal Bank Of Canada Toronto, A6443KShares$5.57 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC318KShares$4 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...