Legacy Capital Group California, Inc. Managed Portfolio Ser Tortoise Transaction History
Legacy Capital Group California, Inc.
- $301 Billion
- Q3 2024
A detailed history of Legacy Capital Group California, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 9,133 shares of TPYP stock, worth $319,746. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,133Holding current value
$319,746% of portfolio
0.1%Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
113Shares Held
15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$112 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$71.2 Million3.87% of portfolio
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Magnus Financial Group LLC New York, NY824KShares$28.8 Million2.66% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ751KShares$26.3 Million2.72% of portfolio
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Foster & Motley Inc Cincinnati, OH709KShares$24.8 Million1.41% of portfolio