Dakota Wealth Management Boulder Growth & Income Fund Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Dakota Wealth Management holds 17,455 shares of STEW stock, worth $311,397. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,455
Previous 19,770
11.71%
Holding current value
$311,397
Previous $341,000
9.68%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding STEW
# of Institutions
125Shares Held
16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.49MShares$44.4 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.21MShares$21.7 Million8.94% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.16MShares$20.8 Million0.09% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC968KShares$17.3 Million13.46% of portfolio
-
1607 Capital Partners, LLC Richmond, VA785KShares$14 Million1.09% 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...