Cassaday & CO Wealth Management LLC Ecofin Sustainable & Social Impact Term Fund Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding TEAF
# of Institutions
54Shares Held
4.83MCall Options Held
0Put Options Held
0-
Atlas Wealth LLC Cincinnati, OH989KShares$12.5 Million1.78% of portfolio
-
Saba Capital Management, L.P. New York, NY871KShares$11 Million0.17% of portfolio
-
Morgan Stanley New York, NY391KShares$4.93 Million0.0% of portfolio
-
Eagle Bluffs Wealth Management LLC Columbia, MO268KShares$3.38 Million1.88% of portfolio
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Bank Of America Corp Charlotte, NC263KShares$3.32 Million0.0% 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...