Silverlake Wealth Management LLC Managed Portfolio Ser Tortoise Transaction History
Silverlake Wealth Management LLC
- $264 Billion
- Q3 2024
A detailed history of Silverlake Wealth Management LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Silverlake Wealth Management LLC holds 13,960 shares of TPYP stock, worth $473,244. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,960
Previous 13,789
1.24%
Holding current value
$473,244
Previous $398 Million
10.19%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
114Shares Held
15.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.09MShares$105 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$69 Million3.87% of portfolio
-
Magnus Financial Group LLC New York, NY824KShares$27.9 Million2.66% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ751KShares$25.5 Million2.72% of portfolio
-
Foster & Motley Inc Cincinnati, OH709KShares$24.1 Million1.41% of portfolio