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Tortoise Essent Assts shares owned by Sanctuary Advisors

Quarter-by-quarter ownership of Tortoise Essent Assts (TEAF) shares owned by Sanctuary Advisors from 13F filings

Historical chart of Sanctuary Advisors investment in Tortoise Essent Assts

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Essent Assts held by Sanctuary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Essent Assts by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 88k 12.47
2024-06-30 $893k 78k 11.43

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NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Sanctuary Advisors

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
Sanctuary Advisors
HPM Partners

View all funds holding Tortoise Essent Assts