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 $577,233. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,408
Previous 13,687
19.88%
Holding current value
$577,233
Previous $334,000
27.25%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
25Shares Held
3.19MCall Options Held
0Put Options Held
0-
Arvest Trust CO N A Rogers, AR2.03MShares$71.6 Million3.87% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC229KShares$8.06 Million1.61% of portfolio
-
Mariner, LLC Overland Park, KS199KShares$7.01 Million0.01% of portfolio
-
Icon Wealth Partners, LLC165KShares$5.79 Million0.46% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL153KShares$5.39 Million0.01% of portfolio