Foster & Motley Inc Managed Portfolio Ser Tortoise Transaction History
Foster & Motley Inc
- $1.45 Billion
- Q1 2024
A detailed history of Foster & Motley Inc transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Foster & Motley Inc holds 709,047 shares of TPYP stock, worth $20.4 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
709,047
Previous 690,928
2.62%
Holding current value
$20.4 Million
Previous $17.9 Million
10.61%
% of portfolio
1.36%
Previous 1.33%
Shares
17 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
-
Morgan Stanley New York, NY703KShares$20.3 Million0.0% of portfolio
-
Arvest Investments, Inc. Rogers, AR700KShares$20.2 Million3.1% of portfolio