Cornerstone Wealth Management, LLC Managed Portfolio Ser Tortoise Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
117Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$118 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$74.9 Million3.87% of portfolio
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Arvest Bank Trust Division Dewey, OK1.35MShares$49.7 Million2.44% of portfolio
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Magnus Financial Group LLC New York, NY833KShares$30.6 Million2.82% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ737KShares$27.1 Million2.89% of portfolio