A detailed history of Atria Wealth Solutions, Inc. transactions in Ecofin Sustainable & Social Impact Term Fund stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,220 shares of TEAF stock, worth $158,243. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,220
Previous 13,849 4.54%
Holding current value
$158,243
Previous $159,000 8.18%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$11.52 - $13.05 $7,246 - $8,208
-629 Reduced 4.54%
13,220 $172,000
Q2 2024

Jul 22, 2024

BUY
$11.29 - $11.94 $15,444 - $16,333
1,368 Added 10.96%
13,849 $159,000
Q1 2024

May 13, 2024

BUY
$11.21 - $11.84 $1,390 - $1,468
124 Added 1.0%
12,481 $147,000
Q4 2023

Feb 02, 2024

SELL
$11.12 - $12.23 $24,119 - $26,526
-2,169 Reduced 14.93%
12,357 $144,000
Q3 2023

Nov 08, 2023

BUY
$11.98 - $13.09 $1,305 - $1,426
109 Added 0.76%
14,526 $174,000
Q2 2023

Aug 03, 2023

BUY
$12.28 - $13.18 $32,394 - $34,768
2,638 Added 22.4%
14,417 $179,000
Q1 2023

Aug 22, 2023

SELL
$12.29 - $13.56 $12,019 - $13,261
-978 Reduced 6.78%
13,439 $174,000
Q1 2023

Jun 14, 2023

SELL
$12.29 - $13.56 $20,401 - $22,509
-1,660 Reduced 12.35%
11,779 $152,000
Q1 2023

May 10, 2023

BUY
$12.29 - $13.56 $20,401 - $22,509
1,660 Added 14.09%
13,439 $174,000
Q4 2022

Aug 30, 2023

SELL
$12.46 - $13.88 $32,869 - $36,615
-2,638 Reduced 18.3%
11,779 $151,000
Q4 2022

Feb 13, 2023

BUY
$12.46 - $13.88 $146,766 - $163,492
11,779 New
11,779 $151,000

Others Institutions Holding TEAF

About ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND


  • Ticker TEAF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Tortoise Essential Assets Income Term Fund is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors L.L.C. It invests in equity and fixed income markets. The fund seeks to invest in securities of companies operating in the essential asset sectors, which includes education, housing, healthcare, social and human ser...
More about TEAF
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