Allworth Financial LP Managed Portfolio Ser Tortoise Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Allworth Financial LP holds 5,970 shares of TPYP stock, worth $172,115. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,970
Previous 5,970
-0.0%
Holding current value
$172,115
Previous $154,000
7.79%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
102Shares Held
13.1MCall Options Held
0Put Options Held
0-
Arvest Trust CO N A Rogers, AR2.02MShares$58.3 Million3.57% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ840KShares$24.2 Million2.5% of portfolio
-
Magnus Financial Group LLC New York, NY788KShares$22.7 Million2.63% of portfolio
-
Foster & Motley Inc Cincinnati, OH709KShares$20.4 Million1.36% of portfolio
-
Morgan Stanley New York, NY703KShares$20.3 Million0.0% of portfolio