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Powershs Exch Trad Fd Tr Insured New York Muni ny amt fre mun shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of Powershs Exch Trad Fd Tr Insured New York Muni ny amt fre mun (PZT) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in Powershs Exch Trad Fd Tr Insured New York Muni ny amt fre mun

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All positions including Powershs Exch Trad Fd Tr Insured New York Muni ny amt fre mun held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Powershs Exch Trad Fd Tr Insured New York Muni ny amt fre mun by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 81k 23.35
2024-06-30 $1.9M 83k 22.96
2024-03-31 $1.9M 84k 23.04
2023-12-31 $1.9M 84k 22.90
2023-09-30 $2.1M 101k 21.24
2023-06-30 $2.4M 105k 22.74
2023-03-31 $2.6M 113k 22.78
2022-12-31 $2.6M 118k 22.13
2022-09-30 $2.9M 136k 21.33
2022-06-30 $3.3M 147k 22.53
2022-03-31 $2.7M 111k 23.89
2021-12-31 $1.7M 67k 26.11
2021-09-30 $1.6M 61k 26.00
2021-06-30 $1.3M 51k 26.36
2021-03-31 $1.4M 54k 25.73
2020-12-31 $1.4M 54k 26.14
2020-09-30 $1.4M 54k 25.52
2020-06-30 $1.3M 53k 25.56
2020-03-31 $1.3M 53k 25.10
2019-12-31 $1.1M 42k 25.35
2019-09-30 $997k 39k 25.45
2019-06-30 $1.2M 47k 25.07
2019-03-31 $1.1M 47k 24.55
2018-12-31 $1.2M 50k 23.79
2018-09-30 $1.2M 50k 23.57
2018-06-30 $1.2M 50k 23.95

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Cmbs Etf (CMBS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Doubleline Etf Trust Mortgage Etf (DMBS)

View all positions for Tortoise Investment Management

Top funds holding Powershs Exch Trad Fd Tr Insured New York Muni ny amt fre mun

HighTower Advisors
Miracle Mile Advisors
Flynn Zito Capital Management
Morgan Stanley
Bank of America Corporation
American Financial & Tax Strategies
Hennion & Walsh Asset Management
LPL Financial
EP Wealth Advisors
Tortoise Investment Management
Commonwealth Equity Services
Jane Street
Citadel Advisors
Envestnet Asset Management
Passumpsic Savings Bank

View all funds holding Powershs Exch Trad Fd Tr Insured New York Muni ny amt fre mun