Diversify Wealth Management, LLC Managed Portfolio Ser Tortoise Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 29,610 shares of TPYP stock, worth $1.04 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
29,610
Previous 24,038
23.18%
Holding current value
$1.04 Million
Previous $786 Million
30.84%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$135 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$102 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.4 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$47.4 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$29.7 Million0.0% of portfolio