PMFA
TBLU

Plante Moran Financial Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

Plante Moran Financial Advisors’s Portfolio TBLU Stock Details TBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-93
Closed -$3.7K – 869
2023
Q1 		$3.7K Buy
+93
New +$3.63K ﹤0.01% 666

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OPS
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CCM
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EH
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Mariner
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RJFSA
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Plante Moran Financial Advisors's TBLU Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Tortoise Global Water ETF (TBLU) in Q2 2023, closing a stake of 93 shares — an estimated $3.7K sold.

Plante Moran Financial Advisors first reported a position in TBLU in Q1 2023 and held it in 1 quarter. The position peaked at $3.7K in Q1 2023. 29 funds tracked by Wall St. Rank hold TBLU as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Tortoise Global Water ETF position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 93 Tortoise Global Water ETF shares in Q2 2023, an estimated $3.7K.
  • Plante Moran Financial Advisors first reported a position in Tortoise Global Water ETF in Q1 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Tortoise Global Water ETF position peaked at $3.7K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.