Golden State Wealth Management, LLC Boulder Growth & Income Fund Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding STEW
# of Institutions
124Shares Held
15.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.73MShares$45.2 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$20.3 Million9.75% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.2MShares$19.9 Million0.09% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC926KShares$15.4 Million10.9% of portfolio
-
1607 Capital Partners, LLC Richmond, VA788KShares$13.1 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...