Palisades Hudson Asset Management, L.P. Managed Portfolio Ser Tortoise Transaction History
Palisades Hudson Asset Management, L.P.
- $256 Million
- Q2 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 7,252 shares of TPYP stock, worth $255,125. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,252
Previous 7,183
0.96%
Holding current value
$255,125
Previous $261,000
0.77%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
25Shares Held
3.19MCall Options Held
0Put Options Held
0-
Arvest Trust CO N A Rogers, AR2.03MShares$71.6 Million3.87% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC229KShares$8.06 Million1.61% of portfolio
-
Mariner, LLC Overland Park, KS199KShares$7.01 Million0.01% of portfolio
-
Icon Wealth Partners, LLC165KShares$5.79 Million0.46% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL153KShares$5.39 Million0.01% of portfolio