Tortoise Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Tortoise Investment Management, LLC
- $895 Million
- Q4 2024
A detailed history of Tortoise Investment Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 300,480 shares of AVUS stock, worth $29.1 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
300,480
Previous 282,577
6.34%
Holding current value
$29.1 Million
Previous $26.9 Million
8.32%
% of portfolio
3.26%
Previous 2.97%
Shares
16 transactions
Others Institutions Holding AVUS
# of Institutions
454Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.93 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$345 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$313 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$294 Million38.32% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$219 Million9.89% of portfolio