Basepoint Wealth LLC Boulder Growth & Income Fund Transaction History
Basepoint Wealth LLC
- $129 Billion
- Q2 2025
A detailed history of Basepoint Wealth LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Basepoint Wealth LLC holds 12,965 shares of STEW stock, worth $233,240. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,965
Previous 12,849
0.9%
Holding current value
$233,240
Previous $222 Million
3.42%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding STEW
# of Institutions
130Shares Held
16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.43MShares$43.7 Million0.0% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC1.26MShares$22.6 Million15.35% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.12MShares$20.1 Million7.41% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ969KShares$17.4 Million0.07% of portfolio
-
1607 Capital Partners, LLC Richmond, VA774KShares$13.9 Million1.11% of portfolio
About BOULDER GROWTH & INCOME FUND
- Ticker STEW
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Boulder Investment Advisers, L.L.C. It is co-managed by Stewart West Indies Trading Co Ltd. and Rocky Mountain Advisers, Llc. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operati...