Tandem Wealth Advisors LLC Managed Portfolio Ser Tortoise Call Options Transaction History
Tandem Wealth Advisors LLC
- $186 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TPYP
# of Institutions
110Shares Held
15.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.09MShares$100 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$66.1 Million3.87% of portfolio
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Magnus Financial Group LLC New York, NY805KShares$26.1 Million2.63% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ764KShares$24.8 Million2.72% of portfolio
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Foster & Motley Inc Cincinnati, OH707KShares$23 Million1.4% of portfolio