Tortoise Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Tortoise Investment Management, LLC
- $849 Million
- Q2 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 18,046 shares of AVSC stock, worth $951,024. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,046
Previous 13,016
38.64%
Holding current value
$951,024
Previous $681,000
32.16%
% of portfolio
0.11%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding AVSC
# of Institutions
108Shares Held
19.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc10.6MShares$560 Million0.19% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA3.33MShares$175 Million10.28% of portfolio
-
Northwestern Mutual Wealth Management CO733KShares$38.7 Million0.04% of portfolio
-
Atlantic Union Bankshares Corp505KShares$26.6 Million1.64% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA505KShares$26.6 Million7.19% of portfolio