Blue Bell Private Wealth Management, LLC Boulder Growth & Income Fund Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 225,752 shares of STEW stock, worth $3.61 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
225,752
Previous 144,744
55.97%
Holding current value
$3.61 Million
Previous $2.11 Million
69.33%
% of portfolio
0.72%
Previous 0.46%
Shares
29 transactions
Others Institutions Holding STEW
# of Institutions
120Shares Held
14.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.73MShares$43.6 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$19.6 Million9.75% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.2MShares$19.2 Million0.09% of portfolio
-
Allspring Global Investments Holdings, LLC814KShares$13 Million0.02% of portfolio
-
1607 Capital Partners, LLC Richmond, VA788KShares$12.6 Million1.14% 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...