Number of Shares
319,361.00
Current Holdings Value*
$29.50 Mil
% of Portfolio
3.07%
Total Estimate Gain
$7.59 Mil
% of Total Estimate Gain
30.20%

Tortoise Investment Management, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, Tortoise Investment Management, LLC held 319,361.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $29.50 Mil. This investment constitutes 3.07% of their stock portfolio, and Tortoise Investment Management, LLC now holds 0.38% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2021Q2. And since then Tortoise Investment Management, LLC has made 16 purchases of AVUS, at an average price of $78.73, for a total of 319,361.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Tortoise Investment Management, LLC's estimated gain on his AVUS holdings is $7.59 Mil, reflecting a 30.20% gain to date.

Tortoise Investment Management, LLC AVUS ($102.51) Holding Chart

Tortoise Investment Management, LLC AVUS ($102.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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