Marshall & Sterling Wealth Advisors Inc. Managed Portfolio Ser Tortoise Call Options Transaction History

Marshall & Sterling Wealth Advisors Inc.

$145 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

125

Shares Held

20.9M

Call Options Held

0

Put Options Held

0

Castlekeep Investment Advisors LLC Westport, CT

3.85M
Shares

$138 Million
0.72% of portfolio
Morgan Stanley New York, NY

2.91M
Shares

$104 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$72.8 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$48.3 Million
2.78% of portfolio
Bank Of America Corp Charlotte, NC

846K
Shares

$30.3 Million
0.0% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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