Summit Wealth Partners, LLC Managed Portfolio Ser Tortoise Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 22,083 shares of TPYP stock, worth $702,239. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,083
Previous 32,243
31.51%
Holding current value
$702,239
Previous $902 Million
29.38%
% of portfolio
0.13%
Previous 0.19%
Shares
19 transactions
Others Institutions Holding TPYP
# of Institutions
110Shares Held
15.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.09MShares$98.3 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$64.7 Million3.87% of portfolio
-
Magnus Financial Group LLC New York, NY805KShares$25.6 Million2.63% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ764KShares$24.3 Million2.72% of portfolio
-
Foster & Motley Inc Cincinnati, OH707KShares$22.5 Million1.4% of portfolio