Wells Fargo & Company Swiss Helvetia Fund, Inc. Transaction History
Wells Fargo & Company
- $410 Billion
- Q1 2024
A detailed history of Wells Fargo & Company transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 9,123 shares of SWZ stock, worth $77,545. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,123
Previous 9,124
0.01%
Holding current value
$77,545
Previous $74,000
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding SWZ
# of Institutions
38Shares Held
5.51MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC2.17MShares$18.5 Million0.03% of portfolio
-
Lazard Asset Management LLC New York, NY771KShares$6.55 Million0.01% of portfolio
-
1607 Capital Partners, LLC Richmond, VA352KShares$2.99 Million0.23% of portfolio
-
Css LLC Chicago, IL305KShares$2.59 Million0.27% of portfolio
-
Shaker Financial Services, LLC292KShares$2.49 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...