A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ecofin Sustainable & Social Impact Term Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 12,669 shares of TEAF stock, worth $159,122. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,669
Previous 12,525 1.15%
Holding current value
$159,122
Previous $144,000 14.58%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$11.52 - $13.05 $1,658 - $1,879
144 Added 1.15%
12,669 $165,000
Q2 2024

Jul 16, 2024

SELL
$11.29 - $11.94 $8,885 - $9,396
-787 Reduced 5.91%
12,525 $144,000
Q1 2024

Apr 15, 2024

SELL
$11.21 - $11.84 $98,165 - $103,682
-8,757 Reduced 39.68%
13,312 $157,000
Q4 2023

Jan 30, 2024

SELL
$11.12 - $12.23 $33 - $36
-3 Reduced 0.01%
22,069 $258,000
Q3 2023

Nov 13, 2023

BUY
$11.98 - $13.09 $264,422 - $288,922
22,072 New
22,072 $264,000

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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