Legacy Capital Wealth Partners, LLC Managed Portfolio Ser Tortoise Transaction History
Legacy Capital Wealth Partners, LLC
- $437 Million
- Q1 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 5,621 shares of TPYP stock, worth $197,746. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,621Holding current value
$197,746% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding TPYP
# of Institutions
66Shares Held
9.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$105 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.6 Million3.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$47.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA394KShares$13.8 Million0.0% of portfolio
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Ubs Group Ag393KShares$13.8 Million0.0% of portfolio