WEALTH ALLIANCE, LLC
Position in TYG — Tortoise Energy Infrastructure Corp
CIK 1793904
MELLVILLE, NY
Position in TYG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$496,263
-$50,093 QoQ
Shares Held
11,576
+5.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#82
of 167 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TYG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $5,817,000 across 11 Asset Management names. TYG ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUA |
Blackrock Muniassets Fund, Inc.
|
90,736 | $999,003 | |
| 2 | BX |
Blackstone Inc.
|
7,568 | $890,526 | |
| 3 | PFG |
Principal Financial Group Inc
|
7,091 | $764,267 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,378 | $754,581 | |
| 5 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
|
54,647 | $682,541 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
This page
|
11,576 | $496,263 | |
| 7 | BLK |
BlackRock, Inc.
|
401 | $385,585 | |
| 8 | GSBD |
Goldman Sachs BDC, Inc.
|
36,036 | $341,621 |
All Filings in TYG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,263 | 11,576 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $546,356 | 10,960 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $456,525 | 11,162 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||