3 CEFs For Tax-Efficient Total Return
Income investors with large taxable accounts are consistently focused on maximizing their total return and minimizing the impact of taxes on their nest egg.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Flow State Investments Joseph Scoby | 0 | $0 | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$16.00 | 3,943 | Other | 3,943 | 2023-08-14 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 2,353,855 | $40,250,924 | 0% | |
2. | 2,094,223 | $35,811,214 | 0.01% | |
3. | 1,390,813 | $23,782,895 | 0.72% | |
4. | 1,280,352 | $21,894,016 | 0% | |
5. | 760,335 | $13,001,729 | 0.57% |