Continuum Advisory, LLC Managed Portfolio Ser Tortoise Transaction History
Continuum Advisory, LLC
- $778 Million
- Q3 2024
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 $32,123. This represents 0.0% of its overall portfolio holdings.
Number of Shares
883
Previous 1,627
45.73%
Holding current value
$32,123
Previous $46,000
41.3%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
116Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$117 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$74 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$49.2 Million2.44% of portfolio
-
Magnus Financial Group LLC New York, NY824KShares$30 Million2.66% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ751KShares$27.3 Million2.72% of portfolio