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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | LONG TERM US | 501 | $30,357 | 900 | 0.00 | 0.00 | -555 | -38.14 | 12-31-2023 |
| DENTSPLY SIRONA INC | COM | 502 | $30,339 | 900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | ESG EAFE ETF | 503 | $30,301 | 470 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOFI TECHNOLOGIES INC | COM | 504 | $30,173 | 3,939 | 0.00 | 3,939 | +Inf | 12-31-2023 |
