Steward Partners Investment Advisory, LLC Boulder Growth & Income Fund Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,700 shares of STEW stock, worth $60,013. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,100
19.35%
Holding current value
$60,013
Previous $46,000
15.22%
% of portfolio
0.0%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding STEW
# of Institutions
122Shares Held
18.6MCall Options Held
0Put Options Held
0-
Atlas Wealth LLC Cincinnati, OH3.44MShares$55.8 Million7.77% of portfolio
-
Morgan Stanley New York, NY3.02MShares$48.9 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$19.8 Million8.43% 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
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...