Evermay Wealth Management LLC Managed Portfolio Ser Tortoise Transaction History
Evermay Wealth Management LLC
- $661 Million
- Q1 2024
A detailed history of Evermay Wealth Management LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Evermay Wealth Management LLC holds 4,330 shares of TPYP stock, worth $124,833. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,330
Previous 4,330
-0.0%
Holding current value
$124,833
Previous $112,000
8.04%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
102Shares Held
13.1MCall Options Held
0Put Options Held
0-
Arvest Trust CO N A Rogers, AR2.02MShares$58.3 Million3.57% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ840KShares$24.2 Million2.5% of portfolio
-
Magnus Financial Group LLC New York, NY788KShares$22.7 Million2.63% of portfolio
-
Foster & Motley Inc Cincinnati, OH709KShares$20.4 Million1.36% of portfolio
-
Morgan Stanley New York, NY703KShares$20.3 Million0.0% of portfolio