Leading Edge Financial Planning LLC Managed Portfolio Ser Tortoise Transaction History
Leading Edge Financial Planning LLC
- $299 Billion
- Q3 2024
A detailed history of Leading Edge Financial Planning LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 10,284 shares of TPYP stock, worth $348,421. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,284
Previous 10,284
-0.0%
Holding current value
$348,421
Previous $297 Million
8.84%
% of portfolio
0.11%
Previous 0.12%
Shares
6 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