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Tortoise Global Water Fund shares owned by Meramec Financial Planners

Quarter-by-quarter ownership of Tortoise Global Water Fund (TBLU) shares owned by Meramec Financial Planners from 13F filings

Historical chart of Meramec Financial Planners investment in Tortoise Global Water Fund

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Global Water Fund held by Meramec Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Global Water Fund by Meramec Financial Planners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 20k 55.52

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Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Growth Etf (VUG)
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View all positions for Meramec Financial Planners

Top funds holding Tortoise Global Water Fund

WCG Wealth Advisors
Harel Insurance Investments & Financial Services
Gts Securities
Meramec Financial Planners
Phoenix Wealth Advisors
LPL Financial
Raymond James Financial
Equitable Holdings
Natural Investments
Mariner Wealth Advisors
Envestnet Asset Management
Colony
Citadel Advisors
Signature Estate and Investment Advisors
Captrust Financial Advisors

View all funds holding Tortoise Global Water Fund