Oxford Financial Group LTD Managed Portfolio Ser Tortoise Transaction History
Oxford Financial Group LTD
- $1.58 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding TPYP
# of Institutions
116Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$109 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$68.9 Million3.87% of portfolio
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Arvest Bank Trust Division Dewey, OK1.35MShares$45.8 Million2.44% of portfolio
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Magnus Financial Group LLC New York, NY824KShares$27.9 Million2.66% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ751KShares$25.5 Million2.72% of portfolio