Kapstone Financial Advisors LLC Tekla World Healthcare Fund Transaction History
Kapstone Financial Advisors LLC
- $212 Billion
- Q3 2025
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 15,370 shares of THW stock, worth $193,354. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,370
Previous 15,370
-0.0%
Holding current value
$193,354
Previous $158 Million
22.81%
% of portfolio
0.09%
Previous 0.08%
Shares
3 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...