Diversify Wealth Management, LLC Managed Portfolio Ser Tortoise Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 24,038 shares of TPYP stock, worth $862,002. This represents 0.08% of its overall portfolio holdings.
Number of Shares
24,038
Previous 23,315
3.1%
Holding current value
$862,002
Previous $675 Million
16.34%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
113Shares Held
15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$115 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$73 Million3.87% of portfolio
-
Magnus Financial Group LLC New York, NY824KShares$29.5 Million2.66% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ751KShares$26.9 Million2.72% of portfolio
-
Foster & Motley Inc Cincinnati, OH709KShares$25.4 Million1.41% of portfolio