Heritage Wealth Management, Inc. Boulder Growth & Income Fund Call Options Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding STEW
# of Institutions
120Shares Held
14.9MCall 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
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Allspring Global Investments Holdings, LLC814KShares$13.5 Million0.02% 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...