Primoris Wealth Advisors, LLC Tekla World Healthcare Fund Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
A detailed history of Primoris Wealth Advisors, LLC transactions in Tekla World Healthcare Fund stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 26,385 shares of THW stock, worth $325,063. This represents 0.25% of its overall portfolio holdings.
Number of Shares
26,385
Previous 26,747
1.35%
Holding current value
$325,063
Previous $351,000
0.28%
% of portfolio
0.25%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding THW
# of Institutions
68Shares Held
5.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY904KShares$11.1 Million0.0% of portfolio
-
International Assets Investment Management, LLC Orlando, FL683KShares$8.41 Million0.14% of portfolio
-
Royal Bank Of Canada Toronto, A6434KShares$5.35 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC310KShares$3.82 Million0.0% of portfolio
-
Core Cap Advisors, LLC Southfield, MI303KShares$3.73 Million0.43% 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...