Icon Wealth Advisors, LLC Managed Portfolio Ser Tortoise Call Options Transaction History

Icon Wealth Advisors, LLC

$3.4 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

114

Shares Held

15.1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.21M
Shares

$118 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$74.6 Million
3.87% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$30.2 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$27.6 Million
2.72% of portfolio
Foster & Motley Inc Cincinnati, OH

709K
Shares

$26 Million
1.41% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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