Continuum Advisory, LLC Managed Portfolio Ser Tortoise Transaction History
Continuum Advisory, LLC
- $727 Million
- Q1 2025
A detailed history of Continuum Advisory, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Continuum Advisory, LLC holds 883 shares of TPYP stock, worth $31,196. This represents 0.0% of its overall portfolio holdings.
Number of Shares
883
Previous 883
-0.0%
Holding current value
$31,196
Previous $30,000
6.67%
% 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