Palisades Hudson Asset Management, L.P. Managed Portfolio Ser Tortoise Transaction History
Palisades Hudson Asset Management, L.P.
- $237 Million
- Q4 2024
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 7,042 shares of TPYP stock, worth $249,709. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,042
Previous 7,042
-0.0%
Holding current value
$249,709
Previous $221,000
8.6%
% of portfolio
0.1%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$136 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$103 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$72.1 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$47.9 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$30 Million0.0% of portfolio