Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TORTOISE INVESTMENT MANAGEMENT LLC | 02-08-2023 | 12-31-2023 | 814 | 771,001,211 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 201 | $257,211 | 6,448 | 0.00 | 0.00 | -1,568 | -19.56 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 202 | $255,117 | 3,143 | 0.00 | 0.00 | -92 | -2.84 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 203 | $253,773 | 6,025 | 0.00 | 0.00 | 1,010 | 20.14 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 204 | $250,928 | 11,644 | 0.00 | 0.00 | 1,990 | 20.61 | 12-31-2023 |
