Cassaday & CO Wealth Management LLC Ecofin Sustainable & Social Impact Term Fund Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Ecofin Sustainable & Social Impact Term Fund stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 13,438 shares of TEAF stock, worth $174,022. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,438Holding current value
$174,022% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding TEAF
# of Institutions
57Shares Held
5.08MCall Options Held
0Put Options Held
0-
Atlas Wealth LLC Cincinnati, OH989KShares$12.8 Million1.78% of portfolio
-
Saba Capital Management, L.P. New York, NY871KShares$11.3 Million0.17% of portfolio
-
Morgan Stanley New York, NY391KShares$5.06 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC263KShares$3.41 Million0.0% of portfolio
-
Eagle Bluffs Wealth Management LLC Columbia, MO260KShares$3.36 Million1.74% 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...