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Tortoise Capital Series Trus shares owned by Lionsbridge Wealth Management

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

Historical chart of Lionsbridge 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 Lionsbridge 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 Lionsbridge Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $704k 73k 9.71

More positions owned by Lionsbridge Wealth Management

Spdr Ser Tr Lehman 1-3 Month T-bill Etf Etf (BIL)
Jpmorgan Income Etf Etf (JPIE)
Quanta Svcs Stock (PWR)
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)
Terawulf Stock (WULF)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p Smallcap 600 Etf Etf (IJR)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Spdr Dow Jones Industrial Etf Etf (DIA)
Spdr Gold Etf Etf (GLD)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Financial Select Sector Spdr Etf (XLF)
Ishares Aggregate Bond Etf Etf (AGG)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)

View all positions for Lionsbridge Wealth Management

Top funds holding Tortoise Capital Series Trus

Bank of America Corporation
Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
LPL Financial
Baird Financial
Burns Wealth Management
Parkside Financial Bank & Trust
Royal Bank of Canada
Savant Capital Management
Warren Averett Asset Management
Captrust Financial Advisors
Northern Trust
Ignite Planners

View all funds holding Tortoise Capital Series Trus