Tortoise Investment Management, LLC American Centy ETF Tr Avantis Call Options Transaction History
Tortoise Investment Management, LLC
- $849 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AVSF
# of Institutions
57Shares Held
3.99MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.36MShares$63.8 Million7.34% of portfolio
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Envestnet Asset Management Inc318KShares$14.8 Million0.01% of portfolio
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Creative Planning Overland Park, KS315KShares$14.7 Million0.02% of portfolio
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Wr Wealth Planners, LLC Columbia, MO167KShares$7.79 Million2.42% of portfolio
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Mattern Wealth Management LLC157KShares$7.34 Million1.8% of portfolio