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 61 filers reported holding TEKLA WORLD HEALTHCARE FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 21,400$244,0000.16%
Stockman Wealth Management, Inc. 31,174$355,0000.16%
Sargent Investment Group, LLC 23,000$262,0000.12%
MERIDIAN INVESTMENT COUNSEL INC. 15,950$182,0000.12%
CENTAURUS FINANCIAL, INC. 36,599$417,0000.08%
Sheaff Brock Investment Advisors, LLC 42,063$479,0000.06%
WEDBUSH SECURITIES INC 37,604$428,0000.05%
Moors & Cabot, Inc. 26,500$305,0000.04%
Wealth Quarterback LLC 3,663$36,783,0000.03%
Steward Partners Investment Advisory, LLC 75,550$860,0000.03%
View complete list of TEKLA WORLD HEALTHCARE FD shareholders