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. | 92,527 | $1,685,848 | 0.42% | |
2. | 92,351 | $1,682,635 | 0.27% | |
3. | 81,513 | $1,485,176 | 0% | |
4. | 59,413 | $1,082,505 | 0.05% | |
5. | 33,476 | $609,939 | 0.04% |