Wealth Effects LLC Tekla World Healthcare Fund Transaction History
Wealth Effects LLC
- $243 Million
- Q2 2024
A detailed history of Wealth Effects LLC transactions in Tekla World Healthcare Fund stock. As of the latest transaction made, Wealth Effects LLC holds 62,100 shares of THW stock, worth $825,309. This represents 0.34% of its overall portfolio holdings.
Number of Shares
62,100
Previous 66,450
6.55%
Holding current value
$825,309
Previous $879,000
7.28%
% of portfolio
0.34%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding THW
# of Institutions
66Shares Held
4.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY904KShares$12 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6434KShares$5.77 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC310KShares$4.12 Million0.0% of portfolio
-
Core Cap Advisors, LLC Southfield, MI303KShares$4.02 Million0.43% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX265KShares$3.52 Million0.01% 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...