Principal Securities, Inc. Managed Portfolio Ser Tortoise Transaction History
Principal Securities, Inc.
- $4.14 Trillion
- Q3 2024
A detailed history of Principal Securities, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Principal Securities, Inc. holds 3,491 shares of TPYP stock, worth $128,084. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,491
Previous 3,636
3.99%
Holding current value
$128,084
Previous $105 Million
4.5%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding TPYP
# of Institutions
114Shares Held
15.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$118 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$74.6 Million3.87% of portfolio
-
Magnus Financial Group LLC New York, NY824KShares$30.2 Million2.66% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ751KShares$27.6 Million2.72% of portfolio
-
Foster & Motley Inc Cincinnati, OH709KShares$26 Million1.41% of portfolio