Diversify Advisory Services, LLC Managed Portfolio Ser Tortoise Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
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 11,160 shares of TPYP stock, worth $385,466. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,160
Previous 13,739
18.77%
Holding current value
$385,466
Previous $451 Million
14.02%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$133 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$100 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$70.3 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$46.7 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$29.2 Million0.0% of portfolio