Principia Wealth Advisory, LLC Managed Portfolio Ser Tortoise Call Options Transaction History

Principia Wealth Advisory, LLC

$118 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

32

Shares Held

6.53M

Call Options Held

0

Put Options Held

0

Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.6 Million
3.87% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

229K
Shares

$8.06 Million
1.61% of portfolio
Mariner, LLC Overland Park, KS

199K
Shares

$7.01 Million
0.01% of portfolio
Icon Wealth Partners, LLC

165K
Shares

$5.79 Million
0.46% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

153K
Shares

$5.39 Million
0.01% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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