SHELTON WEALTH MANAGEMENT, LLC - TEKLA WORLD HEALTHCARE FD ownership

TEKLA WORLD HEALTHCARE FD's ticker is THW and the CUSIP is 87911L108. A total of 72 filers reported holding TEKLA WORLD HEALTHCARE FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
SHELTON WEALTH MANAGEMENT, LLC ownership history of TEKLA WORLD HEALTHCARE FD
ValueSharesWeighting
Q3 2023$152,360
-16.4%
13,0000.0%0.12%
-13.5%
Q2 2023$182,260
+2.0%
13,0000.0%0.14%
-2.8%
Q1 2023$178,620
-6.2%
13,0000.0%0.14%
-3.3%
Q4 2022$190,450
+14.0%
13,0000.0%0.15%
+0.7%
Q3 2022$167,000
-10.7%
13,0000.0%0.15%
-6.3%
Q2 2022$187,000
-5.6%
13,0000.0%0.16%
+1.9%
Q1 2022$198,000
-6.6%
13,0000.0%0.16%
-6.6%
Q4 2021$212,00013,0000.17%
Other shareholders
TEKLA WORLD HEALTHCARE FD shareholders Q3 2023
NameSharesValueWeighting ↓
PRIMORIS WEALTH ADVISORS, LLC 32,302$443,8400.55%
All Season Financial Advisors, Inc. 37,661$517,4590.47%
WEALTH EFFECTS LLC 52,500$721,3500.37%
Wealth Quarterback LLC 28,770$395,2950.34%
Vanguard Capital Wealth Advisors 20,000$274,8000.27%
Semus Wealth Partners LLC 12,506$171,8280.18%
SHELTON WEALTH MANAGEMENT, LLC 13,000$178,6200.14%
Stockman Wealth Management, Inc. 42,609$585,4430.13%
Empire Financial Management Company, LLC 22,255$305,7830.12%
Strategic Financial Concepts, LLC 22,205$305,0970.12%
View complete list of TEKLA WORLD HEALTHCARE FD shareholders