Beverly Hills Private Wealth, LLC Boulder Growth & Income Fund Transaction History
Beverly Hills Private Wealth, LLC
- $567 Billion
- Q3 2025
A detailed history of Beverly Hills Private Wealth, LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 27,455 shares of STEW stock, worth $493,091. This represents 0.09% of its overall portfolio holdings.
Number of Shares
27,455
Previous 24,766
10.86%
Holding current value
$493,091
Previous $438 Million
13.87%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding STEW
# of Institutions
128Shares Held
15.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.36MShares$42.3 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 Million7.31% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ953KShares$17.1 Million0.07% of portfolio
-
1607 Capital Partners, LLC Richmond, VA801KShares$14.4 Million1.1% 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...