Tortoise Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Tortoise Investment Management, LLC
- $905 Million
- Q3 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 68,559 shares of AVUV stock, worth $6.84 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
68,559
Previous 63,496
7.97%
Holding current value
$6.84 Million
Previous $5.7 Million
15.48%
% of portfolio
0.73%
Previous 0.67%
Shares
16 transactions
Others Institutions Holding AVUV
# of Institutions
760Shares Held
101MCall Options Held
18KPut Options Held
12.3K-
Creative Planning Overland Park, KS6.19MShares$617 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$386 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$359 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$315 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$271 Million15.21% of portfolio