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Tortoise Essent Assts shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of Tortoise Essent Assts (TEAF) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in Tortoise Essent Assts

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Essent Assts held by Consolidated Portfolio Review Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Essent Assts by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-06-30 $173k 15k 11.51
2024-03-31 $149k 13k 11.81
2023-12-31 $147k 13k 11.71

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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard World Health Car Etf (VHT)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
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First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Consolidated Portfolio Review Corp

Top funds holding Tortoise Essent Assts

Atlas Wealth
Saba Capital Management
Morgan Stanley
Bank of America Corporation
Eagle Bluffs Wealth Management
Janney Montgomery Scott
Deschutes Portfolio Strategy
Private Advisor
Logan Stone Capital
Thomas J. Herzfeld Advisors
Abundance Wealth Counselors
Cambridge Investment Research Advisors
Raymond James & Associates
HPM Partners
Sanctuary Advisors

View all funds holding Tortoise Essent Assts