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 |
|---|---|---|---|---|---|---|---|---|---|
| GLACIER BANCORP INC NEW | COM | 751 | $6,863 | 186 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FISERV INC | COM | 752 | $6,850 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| STATE STR CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 754 | $6,680 | 95 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
