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Tortoise Capital Series Trus shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 6.2k 34.64

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding Tortoise Capital Series Trus

Jane Street
Sterneck Capital Management
Parallel Advisors
Gts Securities
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Atria Investments
HighTower Advisors
BKD Wealth Advisors
BIP Wealth
Savvy Advisors
Mariner Wealth Advisors
GM Advisory
Evergreen Wealth Solutions
Hollencrest Securities
CWM

View all funds holding Tortoise Capital Series Trus