Tortoise Investment Management, LLC American Centy ETF Tr Avantis Transaction History
Tortoise Investment Management, LLC
- $981 Million
- Q2 2025
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 71,570 shares of AVUV stock, worth $7.2 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
71,570
Previous 64,845
10.37%
Holding current value
$7.2 Million
Previous $5.65 Million
15.36%
% of portfolio
0.66%
Previous 0.63%
Shares
25 transactions
Others Institutions Holding AVUV
# of Institutions
923Shares Held
127MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.47 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$492 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$354 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$278 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$276 Million0.02% of portfolio