Kestra Advisory Services, LLC Boulder Growth & Income Fund Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 2024
A detailed history of Kestra Advisory Services, LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 13,688 shares of STEW stock, worth $222,019. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,688
Previous 10,677
28.2%
Holding current value
$222,019
Previous $155,000
39.35%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding STEW
# of Institutions
118Shares Held
14.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.73MShares$44.2 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$19.8 Million9.75% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.2MShares$19.4 Million0.09% of portfolio
-
Allspring Global Investments Holdings, LLC814KShares$13.2 Million0.02% of portfolio
-
1607 Capital Partners, LLC Richmond, VA788KShares$12.8 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...