A detailed history of True Mark Investments, LLC transactions in Swiss Helvetia Fund, Inc. stock. As of the latest transaction made, True Mark Investments, LLC holds 15,276 shares of SWZ stock, worth $91,656. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,276
Holding current value
$91,656
% of portfolio
0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026

BUY
$5.85 - $6.1 $89,364 - $93,183
15,276 New
15,276 $95 Million

Others Institutions Holding SWZ

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...
More about SWZ
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