Kapstone Financial Advisors LLC Tekla World Healthcare Fund Transaction History
Kapstone Financial Advisors LLC
- $165 Billion
- Q3 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 10,500 shares of THW stock, worth $119,384. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,500
Previous 10,500
-0.0%
Holding current value
$119,384
Previous $138 Million
0.38%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding THW
# of Institutions
69Shares Held
4.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY927KShares$10.5 Million0.0% of portfolio
-
International Assets Investment Management, LLC Orlando, FL683KShares$7.76 Million0.14% of portfolio
-
Royal Bank Of Canada Toronto, A6460KShares$5.23 Million0.0% of portfolio
-
Core Cap Advisors, LLC Southfield, MI302KShares$3.44 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC299KShares$3.4 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...