Nwf Advisory Services Inc. Boulder Growth & Income Fund Transaction History
Nwf Advisory Services Inc.
- $911 Billion
- Q3 2025
A detailed history of Nwf Advisory Services Inc. transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 17,800 shares of STEW stock, worth $319,688. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,800
Previous 17,800
-0.0%
Holding current value
$319,688
Previous $315 Million
2.71%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding STEW
# of Institutions
133Shares Held
16.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.36MShares$42.3 Million0.0% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC1.26MShares$22.6 Million15.35% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.12MShares$20.1 Million7.31% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ953KShares$17.1 Million0.07% of portfolio
-
1607 Capital Partners, LLC Richmond, VA801KShares$14.4 Million1.1% 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...