Magnus Financial Group LLC Managed Portfolio Ser Tortoise Transaction History
Magnus Financial Group LLC
- $998 Million
- Q1 2025
A detailed history of Magnus Financial Group LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Magnus Financial Group LLC holds 849,398 shares of TPYP stock, worth $30.8 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
849,398
Previous 832,857
1.99%
Holding current value
$30.8 Million
Previous $28.4 Million
8.63%
% of portfolio
3.09%
Previous 2.82%
Shares
18 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.8MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$140 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$106 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$73.9 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$49 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$30.7 Million0.0% of portfolio