Sugarloaf Wealth Management, LLC - TEKLA HEALTHCARE OPPORTUNIT ownership

TEKLA HEALTHCARE OPPORTUNIT's ticker is THQ and the CUSIP is 879105104. A total of 78 filers reported holding TEKLA HEALTHCARE OPPORTUNIT in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of TEKLA HEALTHCARE OPPORTUNIT
ValueSharesWeighting
Q4 2022$4,482
-10.4%
226
+1.3%
0.00%0.0%
Q3 2022$5,000
+25.0%
223
+11.5%
0.00%0.0%
Q2 2022$4,0000.0%200
+2.0%
0.00%0.0%
Q1 2022$4,000
-20.0%
196
+1.6%
0.00%0.0%
Q4 2021$5,000
+25.0%
193
+1.0%
0.00%0.0%
Q3 2021$4,0000.0%191
+1.6%
0.00%0.0%
Q2 2021$4,0000.0%188
+1.6%
0.00%0.0%
Q1 2021$4,0000.0%185
+1.6%
0.00%0.0%
Q4 2020$4,000
+33.3%
182
+1.7%
0.00%0.0%
Q3 2020$3,0000.0%179
+2.3%
0.00%0.0%
Q2 2020$3,000
+50.0%
175
+43.4%
0.00%0.0%
Q1 2020$2,0000.0%122
+1.7%
0.00%0.0%
Q4 2019$2,0001200.00%
Other shareholders
TEKLA HEALTHCARE OPPORTUNIT shareholders Q2 2021
NameSharesValueWeighting ↓
Aviance Capital Partners, LLC 109,675$2,187,0000.49%
Shaker Financial Services, LLC 34,868$695,0000.34%
Vigilare Wealth Management 13,950$278,0000.30%
All Season Financial Advisors, Inc. 16,888$337,0000.29%
SHELTON WEALTH MANAGEMENT, LLC 16,975$338,0000.29%
&PARTNERS 15,569$310,0000.18%
McGowan Group Asset Management, Inc. 53,152$1,060,0000.18%
StoneX Group Inc. 14,951$298,0000.15%
Advisor Resource Council 77,830$1,552,0000.14%
WEDBUSH SECURITIES INC 120,230$2,397,0000.13%
View complete list of TEKLA HEALTHCARE OPPORTUNIT shareholders