Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Strategic Financial Concepts »

Tekla World Healthcare Fd ben int shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Tekla World Healthcare Fd ben int (THW) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Tekla World Healthcare Fd ben int

Tip: Access up to 7 years of quarterly data

All positions including Tekla World Healthcare Fd ben int held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Tekla World Healthcare Fd ben int by Strategic Financial Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$266k	20k	13.23
2023-09-30	$254k	22k	11.72
2023-06-30	$304k	22k	14.02
2023-03-31	$305k	22k	13.74

More positions owned by Strategic Financial Concepts

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

American Centy Etf Tr Us Eqt Etf (AVUS)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Procter & Gamble Company (PG)

Apple (AAPL)

Vanguard Index Fds Total Stk Mkt (VTI)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Ishares Tr Core Us Aggbd Et (AGG)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ishares Tr Core S&p Mcp Etf (IJH)

Ishares Tr 0-3 Mnth Treasry (SGOV)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

Top funds holding Tekla World Healthcare Fd ben int

Royal Bank of Canada

CoreCap Advisors

UBS Group

Commonwealth Equity Services

Steward Partners Investment Advisory

Landscape Capital Management

Raymond James & Associates

Advisor Group Holdings

Cambridge Investment Research Advisors

Significant Wealth Partners

Rockefeller Capital Management

View all funds holding Tekla World Healthcare Fd ben int

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z