Kapstone Financial Advisors »

Tekla World Healthcare Fd ben int shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors 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 Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tekla World Healthcare Fd ben int by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $137k 11k 13.08
2024-06-30 $138k 11k 13.13

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Tekla World Healthcare Fd ben int

Morgan Stanley
International Assets Investment Management
Royal Bank of Canada
CoreCap Advisors
LPL Financial
Commonwealth Equity Services
Steward Partners Investment Advisory
Raymond James & Associates
Cambridge Investment Research Advisors
NewEdge Wealth
IFP Advisors
Advisor Group Holdings
Wealth Quarterback
Rockefeller Capital Management
Kestra Advisory Services

View all funds holding Tekla World Healthcare Fd ben int