Princeton Global Asset Management LLC Managed Portfolio Ser Tortoise Transaction History
Princeton Global Asset Management LLC
- $474 Million
- Q1 2025
A detailed history of Princeton Global Asset Management LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Princeton Global Asset Management LLC holds 1,005 shares of TPYP stock, worth $36,491. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,005
Previous 530
89.62%
Holding current value
$36,491
Previous $18,000
100.0%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.8MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$140 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$106 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$73.9 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$49 Million2.78% of portfolio
-
Magnus Financial Group LLC New York, NY849KShares$30.8 Million3.09% of portfolio