Smith & Howard Wealth Management, LLC Managed Portfolio Ser Tortoise Transaction History
Smith & Howard Wealth Management, LLC
- $323 Million
- Q2 2025
A detailed history of Smith & Howard Wealth Management, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 105,829 shares of TPYP stock, worth $3.73 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
105,829
Previous 107,539
1.59%
Holding current value
$3.73 Million
Previous $3.91 Million
3.32%
% of portfolio
1.17%
Previous 1.07%
Shares
24 transactions
Others Institutions Holding TPYP
# of Institutions
97Shares Held
12.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$106 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.8 Million3.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$48 Million0.0% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.26MShares$44.5 Million2.9% of portfolio
-
Wells Fargo & Company San Francisco, CA394KShares$13.9 Million0.0% of portfolio