Shepherd Wealth Management LTD Liability CO Cornerstone Strategic Value Fund Inc Transaction History
Shepherd Wealth Management LTD Liability CO
- $102 Billion
- Q4 2024
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Cornerstone Strategic Value Fund Inc stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 37,567 shares of CLM stock, worth $334,721. This represents 0.32% of its overall portfolio holdings.
Number of Shares
37,567Holding current value
$334,721% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding CLM
# of Institutions
128Shares Held
27.4MCall Options Held
0Put Options Held
0-
Alpine Global Management, LLC New York, NY5.91MShares$52.6 Million13.71% of portfolio
-
Boothbay Fund Management, LLC New York, NY5.91MShares$52.6 Million1.26% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.2MShares$19.6 Million0.05% of portfolio
-
Karpus Management, Inc. Pittsford, NY1.94MShares$17.2 Million0.48% of portfolio
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Lpl Financial LLC Fort Mill, SC952KShares$8.49 Million0.0% of portfolio
About CORNERSTONE STRATEGIC VALUE FUND INC
- Ticker CLM
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Cornerstone Strategic Value Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies. It also inve...