Traphagen Investment Advisors LLC Managed Portfolio Ser Tortoise Transaction History
Traphagen Investment Advisors LLC
- $938 Billion
- Q1 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 839,952 shares of TPYP stock, worth $24.2 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
839,952Holding current value
$24.2 Million% of portfolio
2.5%Shares
19 transactions
Others Institutions Holding TPYP
# of Institutions
102Shares Held
13.1MCall Options Held
0Put Options Held
0-
Arvest Trust CO N A Rogers, AR2.02MShares$58.3 Million3.57% of portfolio
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Magnus Financial Group LLC New York, NY788KShares$22.7 Million2.63% of portfolio
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Foster & Motley Inc Cincinnati, OH709KShares$20.4 Million1.36% of portfolio
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Morgan Stanley New York, NY703KShares$20.3 Million0.0% of portfolio
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Arvest Investments, Inc. Rogers, AR700KShares$20.2 Million3.1% of portfolio