Steel Peak Wealth Management LLC Managed Portfolio Ser Tortoise Transaction History
Steel Peak Wealth Management LLC
- $2.36 Billion
- Q1 2025
A detailed history of Steel Peak Wealth Management LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 9,750 shares of TPYP stock, worth $339,982. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,750Holding current value
$339,982% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding TPYP
# of Institutions
140Shares Held
18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.99MShares$104 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$70.9 Million3.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$47.5 Million0.0% of portfolio
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Arvest Bank Trust Division Dewey, OK1.26MShares$44 Million2.9% of portfolio
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Magnus Financial Group LLC New York, NY849KShares$29.6 Million3.09% of portfolio