Kingswood Wealth Advisors, LLC Boulder Growth & Income Fund Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 49,225 shares of STEW stock, worth $713,270. This represents 0.09% of its overall portfolio holdings.
Number of Shares
49,225
Previous 42,550
15.69%
Holding current value
$713,270
Previous $590 Million
25.61%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding STEW
# of Institutions
114Shares Held
15.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$46.5 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.23MShares$17.8 Million7.95% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.12MShares$16.2 Million0.08% of portfolio
-
Allspring Global Investments Holdings, LLC1.01MShares$14.6 Million0.02% of portfolio
-
Shaker Financial Services, LLC679KShares$9.84 Million3.99% 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...