A $3.9 Million Buy Just Pushed This Closed-End Fund to 19% of an Advisor’s Portfolio

Key Points JP Wealth Management increased its position in the SRH Total Return Fund by 219,432 shares for an estimated $3.94 million based on quarterly average pricing. The quarter-end position value rose by $4.55 million, reflecting both share purchases and market price changes. As of December 31, the fund reported holding 1.48 million shares valued at $27.36 million. These 10 stocks could mint the next wave of millionaires › On Thursday, JP Wealth Management disclosed a purchase of 219,432 add ...