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Tortoise Pwr & Energy shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Tortoise Pwr & Energy (TPZ) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Tortoise Pwr & Energy

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All positions including Tortoise Pwr & Energy held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Pwr & Energy by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $533k 29k 18.20
2024-06-30 $702k 45k 15.74
2024-03-31 $645k 41k 15.59

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Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
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Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Rsm Us Wealth Management

Top funds holding Tortoise Pwr & Energy

Kovitz Investment Group Partners
Brooklyn Capital Management
Saba Capital Management
Bard Associates
Sit Investment Associates
Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rockefeller Capital Management
Advisors Asset Management
Almitas Capital
Yakira Capital Management
Wells Fargo & Company
Sanctuary Advisors
D.A. Davidson & Co.
Branch Banking & Trust Company

View all funds holding Tortoise Pwr & Energy