New Edge Advisors, LLC Boulder Growth & Income Fund Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Boulder Growth & Income Fund stock. As of the latest transaction made, New Edge Advisors, LLC holds 75,267 shares of STEW stock, worth $1.27 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
75,267
Previous 69,717
7.96%
Holding current value
$1.27 Million
Previous $1.1 Million
9.45%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding STEW
# of Institutions
125Shares Held
16.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.57MShares$43.4 Million0.0% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ1.22MShares$20.7 Million8.58% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ1.2MShares$20.3 Million0.09% of portfolio
-
Jp Wealth Management, Inc. Mt. Pleasant, SC926KShares$15.7 Million10.9% of portfolio
-
1607 Capital Partners, LLC Richmond, VA789KShares$13.4 Million1.02% 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...