Lpl Financial LLC Managed Portfolio Ser Tortoise Transaction History
Lpl Financial LLC
- $183 Billion
- Q1 2024
A detailed history of Lpl Financial LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Lpl Financial LLC holds 100,987 shares of TPYP stock, worth $2.91 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100,987
Previous 139,545
27.63%
Holding current value
$2.91 Million
Previous $3.62 Million
22.0%
% of portfolio
0.0%
Previous 0.0%
Shares
26 transactions
Others Institutions Holding TPYP
# of Institutions
102Shares Held
13.1MCall Options Held
0Put Options Held
0-
Arvest Trust CO N A Rogers, AR2.02MShares$58.3 Million3.57% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ840KShares$24.2 Million2.5% of portfolio
-
Magnus Financial Group LLC New York, NY788KShares$22.7 Million2.63% of portfolio
-
Foster & Motley Inc Cincinnati, OH709KShares$20.4 Million1.36% of portfolio
-
Morgan Stanley New York, NY703KShares$20.3 Million0.0% of portfolio