Dfpg Investments, LLC Managed Portfolio Ser Tortoise Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Dfpg Investments, LLC holds 16,408 shares of TPYP stock, worth $566,732. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,408
Previous 13,687
19.88%
Holding current value
$566,732
Previous $334,000
27.25%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$133 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$100 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$70.3 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$46.7 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$29.2 Million0.0% of portfolio