Atria Wealth Solutions, Inc. Managed Portfolio Ser Tortoise Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 17,600 shares of TPYP stock, worth $616,176. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,600
Previous 17,600
-0.0%
Holding current value
$616,176
Previous $507,000
8.88%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding TPYP
# of Institutions
113Shares Held
15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$112 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.2 Million3.87% of portfolio
-
Magnus Financial Group LLC New York, NY824KShares$28.8 Million2.66% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ751KShares$26.3 Million2.72% of portfolio
-
Foster & Motley Inc Cincinnati, OH709KShares$24.8 Million1.41% of portfolio