Atwood & Palmer Inc Managed Portfolio Ser Tortoise Transaction History
Atwood & Palmer Inc
- $1.3 Billion
- Q1 2024
A detailed history of Atwood & Palmer Inc transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Atwood & Palmer Inc holds 628,856 shares of TPYP stock, worth $18.1 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
628,856
Previous 607,373
3.54%
Holding current value
$18.1 Million
Previous $15.8 Million
11.6%
% of portfolio
1.35%
Previous 1.28%
Shares
17 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