Financial Advisory Service, Inc. Managed Portfolio Ser Tortoise Transaction History
Financial Advisory Service, Inc.
- $1.07 Billion
- Q1 2024
A detailed history of Financial Advisory Service, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 139,753 shares of TPYP stock, worth $4.03 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
139,753
Previous 156,203
10.53%
Holding current value
$4.03 Million
Previous $4.05 Million
3.55%
% of portfolio
0.36%
Previous 0.4%
Shares
16 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