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
ISHARES TR RUSSELL 3000 ETF 401 $52,660 185 0.00 0.00 -76 -29.12 12-31-2023
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 402 $51,077 1,420 0.00 0.00 0 0.00 12-31-2023
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 403 $50,242 402 0.00 0.00 38 10.44 12-31-2023
VANGUARD MALVERN FDS STRM INFPROIDX 404 $50,113 1,055 0.00 0.00 590 126.88 12-31-2023
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