Captrust Financial Advisors Managed Portfolio Ser Tortoise Transaction History
Captrust Financial Advisors
- $30 Billion
- Q1 2024
A detailed history of Captrust Financial Advisors transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Captrust Financial Advisors holds 36,356 shares of TPYP stock, worth $1.05 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36,356
Previous 39,825
8.71%
Holding current value
$1.05 Million
Previous $1.03 Million
1.65%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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