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. | Walleye Capital Will England | 23,237 | $451,727 | +45% | 0% |
2. | Flow State Investments Joseph Scoby | 0 | $0 | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$19.07 | 1,000 | Other | 1,000 | 2025-02-26 | Filing | |
$19.14 | 10,000 | Other | 10,000 | 2025-02-20 | Filing | |
$16.00 | 3,943 | Other | 3,943 | 2023-08-14 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 2,470,238 | $45,032,442 | 0% | |
2. | 2,354,779 | $42,927,621 | 0.02% | |
3. | 1,309,917 | $23,879,784 | 0% | |
4. | 1,282,618 | $23,382,119 | 0.69% | |
5. | 1,195,167 | $21,787,894 | 0.86% |