First Foundation Advisors Managed Portfolio Ser Tortoise Transaction History
First Foundation Advisors
- $2.59 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$139 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$105 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$73.3 Million3.87% of portfolio
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Arvest Bank Trust Division Dewey, OK1.35MShares$48.7 Million2.78% of portfolio
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Bank Of America Corp Charlotte, NC846KShares$30.5 Million0.0% of portfolio