Concourse Financial Group Securities, Inc. Managed Portfolio Ser Tortoise Call Options Transaction History

Concourse Financial Group Securities, Inc.

$0
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

Shares Held

10.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.99M
Shares

$105 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.6 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$47.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

394K
Shares

$13.8 Million
0.0% of portfolio
Ubs Group Ag

393K
Shares

$13.8 Million
0.0% of portfolio

View Full List

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
Sector ETFs
Industry ETFs

More about TPYP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concourse Financial Group Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concourse Financial Group Securities, Inc. with notifications on news.

Account