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Tortoise Essent Assts shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Tortoise Essent Assts (TEAF) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Tortoise Essent Assts

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Essent Assts by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $144k 13k 11.51
2024-03-31 $157k 13k 11.81
2023-12-31 $258k 22k 11.71
2023-09-30 $264k 22k 11.98

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Tortoise Essent Assts

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
Royal Bank of Canada
Oppenheimer & Co
Advisor Group Holdings

View all funds holding Tortoise Essent Assts