Kapstone Financial Advisors LLC Tekla World Healthcare Fund Transaction History
Kapstone Financial Advisors LLC
- $187 Billion
- Q4 2024
A detailed history of Kapstone Financial Advisors LLC transactions in Tekla World Healthcare Fund stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 16,400 shares of THW stock, worth $197,620. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,400
Previous 10,500
56.19%
Holding current value
$197,620
Previous $137 Million
42.82%
% of portfolio
0.1%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding THW
# of Institutions
90Shares Held
5.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY912KShares$11 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6471KShares$5.67 Million0.0% of portfolio
-
Core Cap Advisors, LLC Southfield, MI299KShares$3.61 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC296KShares$3.56 Million0.0% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX240KShares$2.89 Million0.04% 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...