Marshall & Sterling Wealth Advisors Inc. Managed Portfolio Ser Tortoise Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 72,604 shares of TPYP stock, worth $2.6 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
72,604Holding current value
$2.6 Million% of portfolio
1.71%Shares
1 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$138 Million0.72% of portfolio
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Morgan Stanley New York, NY2.91MShares$104 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$72.8 Million3.87% of portfolio
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Arvest Bank Trust Division Dewey, OK1.35MShares$48.3 Million2.78% of portfolio
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Bank Of America Corp Charlotte, NC846KShares$30.3 Million0.0% of portfolio