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Tortoise Essent Assts shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Tortoise Essent Assts (TEAF) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Tortoise Essent Assts

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Essent Assts held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Essent Assts by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $145k 12k 11.71
2023-09-30 $174k 15k 11.98
2023-06-30 $180k 14k 12.48
2023-03-31 $174k 13k 12.97
2022-12-31 $151k 12k 12.85

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Tortoise Essent Assts

Saba Capital Management
Bank of America Corporation
Eagle Bluffs Wealth Management
Deschutes Portfolio Strategy
Janney Montgomery Scott
Raymond James & Associates
Private Advisor
Abundance Wealth Counselors
Logan Stone Capital
Cambridge Investment Research Advisors
HPM Partners
Royal Bank of Canada
Advisor Group Holdings
Shaker Financial Services
UBS Group

View all funds holding Tortoise Essent Assts