Traphagen Investment Advisors LLC Managed Portfolio Ser Tortoise Transaction History
Traphagen Investment Advisors LLC
- $870 Million
- Q4 2024
A detailed history of Traphagen Investment Advisors LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 737,000 shares of TPYP stock, worth $26.2 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
737,000
Previous 751,278
1.9%
Holding current value
$26.2 Million
Previous $23.6 Million
6.57%
% of portfolio
2.89%
Previous 2.72%
Shares
22 transactions
Others Institutions Holding TPYP
# of Institutions
126Shares Held
21.2MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$137 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$103 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$72.4 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$48.1 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$30.1 Million0.0% of portfolio