Hbk Sorce Advisory LLC Managed Portfolio Ser Tortoise Put Options Transaction History

Hbk Sorce Advisory LLC

$2.56 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

116

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.21M
Shares

$110 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$69.7 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$46.3 Million
2.44% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$28.2 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$25.7 Million
2.72% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
Sector ETFs
Industry ETFs

More about TPYP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.