First Purpose Wealth LLC Managed Portfolio Ser Tortoise Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, First Purpose Wealth LLC holds 13,073 shares of TPYP stock, worth $442,913. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,073
Previous 11,653
12.19%
Holding current value
$442,913
Previous $302,000
20.86%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
116Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$109 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$68.9 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$45.8 Million2.44% of portfolio
-
Magnus Financial Group LLC New York, NY824KShares$27.9 Million2.66% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ751KShares$25.5 Million2.72% of portfolio