Blue Bell Private Wealth Management, LLC Ecofin Sustainable & Social Impact Term Fund Transaction History
Blue Bell Private Wealth Management, LLC
- $626 Million
- Q3 2025
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ecofin Sustainable & Social Impact Term Fund stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 82,511 shares of TEAF stock, worth $1.11 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
82,511
Previous 77,438
6.55%
Holding current value
$1.11 Million
Previous $948,000
1.37%
% of portfolio
0.15%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding TEAF
# of Institutions
57Shares Held
6.04MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY1.55MShares$20.9 Million0.54% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN502KShares$6.79 Million0.12% of portfolio
-
Morgan Stanley New York, NY490KShares$6.62 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ450KShares$6.08 Million0.02% of portfolio
-
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL235KShares$3.17 Million0.95% of portfolio
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...