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Tortoise Energy Infrastructure closed end funds shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors 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 Navis Wealth Advisors 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 28k 49.85

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View all positions for Navis Wealth Advisors

Top funds holding Tortoise Energy Infrastructure closed end funds

Morgan Stanley
Penserra Capital Management
Advisors Asset Management
Royal Bank of Canada
Raymond James Financial
Bard Associates
Eagle Bluffs Wealth Management
Guggenheim Capital, LLC Managers
Arete Wealth Advisors
Wells Fargo & Company
LPL Financial
American Financial Group
Meixler Investment Management
Janney Montgomery Scott
Camden Capital

View all funds holding Tortoise Energy Infrastructure closed end funds