A detailed history of Lpl Financial LLC transactions in Ecofin Sustainable & Social Impact Term Fund stock. As of the latest transaction made, Lpl Financial LLC holds 28,358 shares of TEAF stock, worth $339,445. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,358
Previous 39,133 27.53%
Holding current value
$339,445
Previous $450,000 17.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$11.52 - $13.05 $124,128 - $140,613
-10,775 Reduced 27.53%
28,358 $370,000
Q2 2024

Aug 07, 2024

BUY
$11.29 - $11.94 $4,324 - $4,573
383 Added 0.99%
39,133 $450,000
Q1 2024

May 10, 2024

SELL
$11.21 - $11.84 $20,334 - $21,477
-1,814 Reduced 4.47%
38,750 $457,000
Q4 2023

Feb 14, 2024

SELL
$11.12 - $12.23 $74,303 - $81,720
-6,682 Reduced 14.14%
40,564 $475,000
Q3 2023

Nov 13, 2023

BUY
$11.98 - $13.09 $1,162 - $1,269
97 Added 0.21%
47,246 $566,000
Q2 2023

Jul 31, 2023

BUY
$12.28 - $13.18 $22,533 - $24,185
1,835 Added 4.05%
47,149 $588,000
Q1 2023

May 10, 2023

BUY
$12.29 - $13.56 $79,479 - $87,692
6,467 Added 16.65%
45,314 $587,000
Q4 2022

Feb 07, 2023

BUY
$12.46 - $13.88 $123,241 - $137,287
9,891 Added 34.16%
38,847 $499,000
Q3 2022

Nov 14, 2022

BUY
$12.69 - $15.09 $367,451 - $436,946
28,956 New
28,956 $369,000

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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