WFA of San Diego, LLC - TEKLA LIFE SCIENCES INVS ownership

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of TEKLA LIFE SCIENCES INVS
ValueSharesWeighting
Q3 2023$3,741
-7.9%
3000.0%0.00%0.0%
Q2 2023$4,062
-4.7%
3000.0%0.00%
+33.3%
Q4 2022$4,263
+6.6%
3000.0%0.00%0.0%
Q2 2022$4,0003000.00%
Other shareholders
TEKLA LIFE SCIENCES INVS shareholders Q4 2023
NameSharesValueWeighting ↓
NEEDHAM INVESTMENT MANAGEMENT LLC 552,806$11,526,0003.07%
FLAGSHIP HARBOR ADVISORS, LLC 192,109$4,023,0001.40%
MERIDIAN INVESTMENT COUNSEL INC. 10,195$213,0000.13%
New England Private Wealth Advisors LLC 12,202$255,0000.08%
NORTH STAR ASSET MANAGEMENT INC 13,377$279,0000.03%
VALLEY NATIONAL ADVISERS INC 3,029$63,0000.02%
TCI Wealth Advisors, Inc. 2,000$42,0000.02%
Advisors Asset Management, Inc. 52,030$1,085,0000.02%
Cerity Partners LLC 10,000$208,0000.02%
OPPENHEIMER & CO INC 26,257$548,0000.02%
View complete list of TEKLA LIFE SCIENCES INVS shareholders