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Tortoise Capital Series Trus shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 540k 9.07
2025-06-30 $5.0M 550k 9.17

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Broadcom (AVGO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Meta Platforms Cl A (META)

View all positions for Burns Wealth Management

Top funds holding Tortoise Capital Series Trus

Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
Baird Financial
Kovitz Investment Group Partners
Ameriprise Financial
Parkside Financial Bank & Trust
Burns Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Royal Bank of Canada
Northern Trust
Wealth Enhancement Advisory Services
Lee Financial

View all funds holding Tortoise Capital Series Trus