Blue Bell Private Wealth Management, LLC Ecofin Sustainable & Social Impact Term Fund Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 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 40,626 shares of TEAF stock, worth $484,668. This represents 0.11% of its overall portfolio holdings.
Number of Shares
40,626
Previous 8,911
355.91%
Holding current value
$484,668
Previous $102,000
419.61%
% of portfolio
0.11%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding TEAF
# of Institutions
51Shares Held
4.49MCall Options Held
0Put Options Held
0-
Saba Capital Management, L.P. New York, NY1.34MShares$16 Million0.37% of portfolio
-
Morgan Stanley New York, NY448KShares$5.34 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC273KShares$3.25 Million0.0% of portfolio
-
Eagle Bluffs Wealth Management LLC Columbia, MO268KShares$3.19 Million1.88% of portfolio
-
Janney Montgomery Scott LLC257KShares$3.06 Million0.01% 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...