Vista Wealth Management Group, LLC Swiss Helvetia Fund, Inc. Transaction History
Vista Wealth Management Group, LLC
- $1.27 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding SWZ
# of Institutions
37Shares Held
5.32MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC2.03MShares$16.3 Million0.03% of portfolio
-
Lazard Asset Management LLC New York, NY771KShares$6.2 Million0.01% of portfolio
-
1607 Capital Partners, LLC Richmond, VA352KShares$2.83 Million0.23% of portfolio
-
Css LLC Chicago, IL305KShares$2.45 Million0.27% of portfolio
-
Shaker Financial Services, LLC292KShares$2.35 Million0.91% 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...