Heritage Wealth Management, Inc. Boulder Growth & Income Fund Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 31,709 shares of STEW stock, worth $492,757. This represents 0.16% of its overall portfolio holdings.
Number of Shares
31,709
Previous 31,709
-0.0%
Holding current value
$492,757
Previous $462 Million
8.44%
% of portfolio
0.16%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding STEW
# of Institutions
123Shares Held
18.5MCall Options Held
0Put Options Held
0-
Atlas Wealth LLC Cincinnati, OH3.44MShares$53.5 Million7.77% of portfolio
-
Morgan Stanley New York, NY3.02MShares$46.9 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$19 Million8.43% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.07MShares$16.7 Million0.07% of portfolio
-
Allspring Global Investments Holdings, LLC814KShares$12.7 Million0.02% 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...