Sugarloaf Wealth Management, LLC - TEKLA WORLD HEALTHCARE FD ownership

TEKLA WORLD HEALTHCARE FD's ticker is THW and the CUSIP is 87911L108. A total of 48 filers reported holding TEKLA WORLD HEALTHCARE FD in Q4 2020. 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 WORLD HEALTHCARE FD
ValueSharesWeighting
Q3 2023$22,268
-16.4%
1,9000.0%0.01%0.0%
Q2 2023$26,638
+2.0%
1,9000.0%0.01%0.0%
Q1 2023$26,106
-6.2%
1,9000.0%0.01%
-14.3%
Q4 2022$27,835
+11.3%
1,9000.0%0.01%
+16.7%
Q3 2022$25,000
-7.4%
1,9000.0%0.01%
-14.3%
Q2 2022$27,000
-6.9%
1,9000.0%0.01%0.0%
Q1 2022$29,000
-6.5%
1,9000.0%0.01%0.0%
Q4 2021$31,0000.0%1,9000.0%0.01%
-12.5%
Q3 2021$31,0000.0%1,9000.0%0.01%0.0%
Q2 2021$31,000
+6.9%
1,9000.0%0.01%
-11.1%
Q1 2021$29,000
-3.3%
1,9000.0%0.01%
-10.0%
Q4 2020$30,000
+11.1%
1,9000.0%0.01%0.0%
Q3 2020$27,0000.0%1,9000.0%0.01%0.0%
Q2 2020$27,000
+22.7%
1,9000.0%0.01%0.0%
Q1 2020$22,000
-15.4%
1,9000.0%0.01%
-9.1%
Q4 2019$26,0001,9000.01%
Other shareholders
TEKLA WORLD HEALTHCARE FD shareholders Q4 2020
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