Stockman Wealth Management, Inc. - TEKLA WORLD HEALTHCARE FD ownership

TEKLA WORLD HEALTHCARE FD's ticker is THW and the CUSIP is 87911L108. A total of 63 filers reported holding TEKLA WORLD HEALTHCARE FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Stockman Wealth Management, Inc. ownership history of TEKLA WORLD HEALTHCARE FD
ValueSharesWeighting
Q3 2023$499,373
-16.4%
42,6090.0%0.11%
-14.1%
Q2 2023$597,373
+2.0%
42,6090.0%0.13%
-2.3%
Q1 2023$585,443
-6.2%
42,6090.0%0.13%
-8.4%
Q4 2022$624,216
+13.9%
42,6090.0%0.14%
-3.4%
Q3 2022$548,000
-10.7%
42,6090.0%0.15%
-5.7%
Q2 2022$614,000
-5.4%
42,6090.0%0.16%
+16.3%
Q1 2022$649,000
-6.5%
42,6090.0%0.14%
-4.9%
Q4 2021$694,000
-1.0%
42,6090.0%0.14%
-9.0%
Q3 2021$701,000
+0.1%
42,6090.0%0.16%
-6.6%
Q2 2021$700,000
+45.2%
42,609
+33.3%
0.17%
+24.6%
Q1 2021$482,000
-4.7%
31,9560.0%0.13%
-13.5%
Q4 2020$506,000
+11.5%
31,956
+0.9%
0.16%
-6.6%
Q3 2020$454,000
+1.8%
31,680
+1.6%
0.17%
-0.6%
Q2 2020$446,000
+25.6%
31,1740.0%0.17%
+6.4%
Q1 2020$355,000
-15.1%
31,174
+3.3%
0.16%
+6.1%
Q4 2019$418,000
+207.4%
30,174
+199.1%
0.15%
+184.6%
Q3 2019$136,00010,0870.05%
Other shareholders
TEKLA WORLD HEALTHCARE FD shareholders Q1 2023
NameSharesValueWeighting ↓
PRIMORIS WEALTH ADVISORS, LLC 28,425$333,1370.40%
WEALTH EFFECTS LLC 62,400$731,3280.36%
Wealth Quarterback LLC 33,051$387,3610.34%
Samalin Investment Counsel, LLC 32,804$384,4610.22%
Vanguard Capital Wealth Advisors 20,000$234,4000.22%
Semus Wealth Partners LLC 12,535$146,9100.14%
SHELTON WEALTH MANAGEMENT, LLC 13,000$152,3600.12%
Elequin Capital, LP 51,153$599,5130.12%
Stockman Wealth Management, Inc. 42,609$499,3730.11%
Strategic Financial Concepts, LLC 21,705$254,3830.09%
View complete list of TEKLA WORLD HEALTHCARE FD shareholders