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 5,070 shares of AVSD stock, worth $287,925. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,070
Previous 4,500
12.67%
Holding current value
$287,925
Previous $249,000
23.29%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AVSD
# of Institutions
48Shares Held
1.36MCall Options Held
0Put Options Held
0-
Clarity Asset Management, Inc. Ames, IA273KShares$15.5 Million11.51% of portfolio
-
Willow Creek Wealth Management Inc. Sebastopol, CA196KShares$11.2 Million1.35% of portfolio
-
Ci Private Wealth, LLC Miami, FL176KShares$10 Million0.02% of portfolio
-
Merriman Wealth Management, LLC67.7KShares$3.84 Million0.17% of portfolio
-
Silicon Hills Wealth Management, LLC Austin, TX66.9KShares$3.8 Million1.94% of portfolio