Onyx Bridge Wealth Group LLC Managed Portfolio Ser Tortoise Transaction History
Onyx Bridge Wealth Group LLC
- $684 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
77Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$105 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$71.6 Million3.87% of portfolio
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Bank Of America Corp Charlotte, NC1.36MShares$47.9 Million0.0% of portfolio
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Arvest Bank Trust Division Dewey, OK1.26MShares$44.4 Million2.9% of portfolio
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Wells Fargo & Company San Francisco, CA394KShares$13.9 Million0.0% of portfolio