Jp Wealth Management, Inc. Boulder Growth & Income Fund Transaction History
Jp Wealth Management, Inc.
- $149 Billion
- Q3 2025
A detailed history of Jp Wealth Management, Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 1,256,283 shares of STEW stock, worth $22.4 Million. This represents 15.35% of its overall portfolio holdings.
Number of Shares
1,256,283
Previous 1,286,433
2.34%
Holding current value
$22.4 Million
Previous $22.7 Billion
0.31%
% of portfolio
15.35%
Previous 17.01%
Shares
4 transactions
Others Institutions Holding STEW
# of Institutions
131Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.43MShares$43.4 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.12MShares$20 Million7.41% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ969KShares$17.3 Million0.07% of portfolio
-
1607 Capital Partners, LLC Richmond, VA774KShares$13.8 Million1.11% of portfolio
-
Allspring Global Investments Holdings, LLC662KShares$11.8 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...