Palisades Hudson Asset Management, L.P. Managed Portfolio Ser Tortoise Transaction History
Palisades Hudson Asset Management, L.P.
- $220 Million
- Q1 2025
A detailed history of Palisades Hudson Asset Management, L.P. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 7,183 shares of TPYP stock, worth $250,686. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,183
Previous 7,042
2.0%
Holding current value
$250,686
Previous $240,000
8.75%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
103Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$104 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71 Million3.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$47.5 Million0.0% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.26MShares$44.1 Million2.9% of portfolio
-
Foster & Motley Inc Cincinnati, OH649KShares$22.7 Million1.49% of portfolio