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Tortoise Energy Infrastructure closed end funds shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Tortoise Energy Infrastructure closed end funds (TYG) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Tortoise Energy Infrastructure closed end funds

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Energy Infrastructure closed end funds held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Energy Infrastructure closed end funds by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $291k 10k 28.77
2023-09-30 $292k 10k 28.90
2023-06-30 $294k 10k 29.05
2023-03-31 $387k 13k 29.40

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Tortoise Energy Infrastructure closed end funds

Saba Capital Management
Allspring Global Investments Holdings
Advisors Asset Management
Medina Singh Partners
Arete Wealth Advisors
Royal Bank of Canada
American Financial Group
Eagle Bluffs Wealth Management
Camden Capital
Deschutes Portfolio Strategy
Almitas Capital
Sea Otter Advisors
Wells Fargo & Company
Zimmer Partners
180 Wealth Advisors

View all funds holding Tortoise Energy Infrastructure closed end funds