Traphagen Investment Advisors LLC Managed Portfolio Ser Tortoise Call Options Transaction History
Traphagen Investment Advisors LLC
- $868 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TPYP
# of Institutions
116Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$118 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$74.6 Million3.87% of portfolio
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Arvest Bank Trust Division Dewey, OK1.35MShares$49.6 Million2.44% of portfolio
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Magnus Financial Group LLC New York, NY824KShares$30.2 Million2.66% of portfolio
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Foster & Motley Inc Cincinnati, OH709KShares$26 Million1.41% of portfolio