Bellevue Asset Management, LLC Managed Portfolio Ser Tortoise Transaction History
Bellevue Asset Management, LLC
- $179 Million
- Q1 2025
A detailed history of Bellevue Asset Management, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 242 shares of TPYP stock, worth $8,549. This represents 0.0% of its overall portfolio holdings.
Number of Shares
242
Previous 240
0.83%
Holding current value
$8,549
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
140Shares Held
18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$106 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.9 Million3.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$48.1 Million0.0% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.26MShares$44.6 Million2.9% of portfolio
-
Magnus Financial Group LLC New York, NY849KShares$30 Million3.09% of portfolio