Tandem Wealth Advisors LLC Managed Portfolio Ser Tortoise Transaction History
Tandem Wealth Advisors LLC
- $182 Million
- Q1 2024
Shares
1 transactions
Others Institutions Holding TPYP
# of Institutions
102Shares Held
13.1MCall Options Held
0Put Options Held
0-
Arvest Trust CO N A Rogers, AR2.02MShares$58.2 Million3.57% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ840KShares$24.1 Million2.5% of portfolio
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Magnus Financial Group LLC New York, NY788KShares$22.6 Million2.63% of portfolio
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Foster & Motley Inc Cincinnati, OH709KShares$20.4 Million1.36% of portfolio
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Morgan Stanley New York, NY703KShares$20.2 Million0.0% of portfolio