Legacy Capital Group California, Inc. Managed Portfolio Ser Tortoise Transaction History
Legacy Capital Group California, Inc.
- $328 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$136 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$103 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$72.1 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$47.9 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$30 Million0.0% of portfolio