Principia Wealth Advisory, LLC Managed Portfolio Ser Tortoise Put Options Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding TPYP
# of Institutions
32Shares Held
6.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$105 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$71.6 Million3.87% of portfolio
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Edmonds Duncan Registered Investment Advisors, LLC229KShares$8.06 Million1.61% of portfolio
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Mariner, LLC Overland Park, KS199KShares$7.01 Million0.01% of portfolio
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Icon Wealth Partners, LLC165KShares$5.79 Million0.46% of portfolio