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 3,290 shares of AVSF stock, worth $154,564. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,290
Previous 4,016
18.08%
Holding current value
$154,564
Previous $185,000
18.38%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding AVSF
# of Institutions
57Shares Held
3.99MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.36MShares$64.1 Million7.34% of portfolio
-
Envestnet Asset Management Inc318KShares$14.9 Million0.01% of portfolio
-
Creative Planning Overland Park, KS315KShares$14.8 Million0.02% of portfolio
-
Wr Wealth Planners, LLC Columbia, MO167KShares$7.83 Million2.42% of portfolio
-
Mattern Wealth Management LLC157KShares$7.38 Million1.8% of portfolio