Blue Bell Private Wealth Management, LLC Ecofin Sustainable & Social Impact Term Fund Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
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 56,065 shares of TEAF stock, worth $683,993. This represents 0.13% of its overall portfolio holdings.
Number of Shares
56,065
Previous 40,626
38.0%
Holding current value
$683,993
Previous $530,000
26.79%
% of portfolio
0.13%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding TEAF
# of Institutions
52Shares Held
4.61MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY1.34MShares$16.4 Million0.37% of portfolio
-
Morgan Stanley New York, NY448KShares$5.46 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC273KShares$3.33 Million0.0% of portfolio
-
Janney Montgomery Scott LLC252KShares$3.08 Million0.01% of portfolio
-
Matisse Capital227KShares$2.77 Million1.42% 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...