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Tortoise Water Fund (TBLU) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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31 1 |
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Total
shares held :
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336,062 |
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% of shares
held :
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22.4% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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-2 |
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Amount
of shares held :
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75,488 |
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% of shares
held change :
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5.03% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MISSION CREEK CAPITAL PARTNERS INC |
142 |
- |
2024-03-31 |
12,989 |
$607,000 |
0 |
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Atlantic Trust Group LLC |
894 |
- |
2024-03-31 |
8,400 |
$389,000 |
0 |
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COLONY GROUP, LLC |
901 |
- |
2024-03-31 |
4,799 |
$224,000 |
0 |
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MORGAN STANLEY |
5754 |
- |
2024-03-31 |
2,298 |
$107,000 |
0 |
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Key Financial Inc |
377 |
- |
2024-03-31 |
1,572 |
$73,000 |
0 |
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NORTH STAR INVESTMENT MANAGEMENT CORP. |
578 |
- |
2024-03-31 |
1,325 |
$62,000 |
0 |
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NBC SECURITIES INC. |
1245 |
- |
2024-03-31 |
730 |
$34,000 |
0 |
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WFA of San Diego LLC |
222 |
- |
2023-09-30 |
686 |
$26,000 |
0 |
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GPS Wealth Strategies Group LLC |
699 |
- |
2024-03-31 |
474 |
$22,000 |
0 |
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Global Retirement Partners LLC |
2712 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
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WELLS FARGO & CO/MN |
6265 |
- |
2024-03-31 |
0 |
$0 |
0 |
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BAYSTATE WEALTH MANAGEMENT LLC |
1343 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
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12 Records found
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1
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Page 1 of 1 |
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