Diversify Advisory Services, LLC Managed Portfolio Ser Tortoise Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 13,739 shares of TPYP stock, worth $504,083. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,739
Previous 13,807
0.49%
Holding current value
$504,083
Previous $397 Million
13.52%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
113Shares Held
15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$118 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$74.6 Million3.87% of portfolio
-
Magnus Financial Group LLC New York, NY824KShares$30.2 Million2.66% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ751KShares$27.6 Million2.72% of portfolio
-
Foster & Motley Inc Cincinnati, OH709KShares$26 Million1.41% of portfolio