Principal Securities, Inc. Managed Portfolio Ser Tortoise Transaction History
Principal Securities, Inc.
- $4.44 Trillion
- Q4 2024
A detailed history of Principal Securities, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Principal Securities, Inc. holds 3,463 shares of TPYP stock, worth $119,750. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,463
Previous 3,491
0.8%
Holding current value
$119,750
Previous $110 Million
7.76%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.8MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$133 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$100 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$70.4 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$46.7 Million2.78% of portfolio
-
Magnus Financial Group LLC New York, NY849KShares$29.4 Million3.09% of portfolio