Diversify Advisory Services, LLC Managed Portfolio Ser Tortoise Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
A detailed history of Diversify Advisory Services, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 9,593 shares of TPYP stock, worth $338,920. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,593
Previous 11,160
14.04%
Holding current value
$338,920
Previous $387 Million
12.06%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding TPYP
# of Institutions
140Shares Held
18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$106 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.9 Million3.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$48.1 Million0.0% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.26MShares$44.6 Million2.9% of portfolio
-
Magnus Financial Group LLC New York, NY849KShares$30 Million3.09% of portfolio