WR Wealth Planners’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

WR Wealth Planners’s Portfolio TYG Stock Details TYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-143	Closed	-$4.42K	–	1221
2024 Q1	$4.42K	Buy	+143	New	+$4.18K	﹤0.01%	742
2023 Q4	–	Sell	-143	Closed	-$4.13K	–	813
2023 Q3	$4.13K	Hold	143	–	–	﹤0.01%	699
2023 Q2	$4.15K	Sell	143 -1	-0.7%	-$29	﹤0.01%	704
2023 Q1	$4.22K	Buy	+144	New	+$4.53K	﹤0.01%	704

Other funds holding TYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $303M AUM 28.94% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return