Triangle Securities Wealth Management Managed Portfolio Ser Tortoise Transaction History
Triangle Securities Wealth Management
- $349 Million
- Q2 2024
A detailed history of Triangle Securities Wealth Management transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Triangle Securities Wealth Management holds 264,551 shares of TPYP stock, worth $8.27 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
264,551
Previous 266,849
0.86%
Holding current value
$8.27 Million
Previous $7.46 Million
2.22%
% of portfolio
2.19%
Previous 2.15%
Shares
26 transactions
Others Institutions Holding TPYP
# of Institutions
110Shares Held
15.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.09MShares$96.6 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$63.6 Million3.87% of portfolio
-
Magnus Financial Group LLC New York, NY805KShares$25.2 Million2.63% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ764KShares$23.9 Million2.72% of portfolio
-
Foster & Motley Inc Cincinnati, OH707KShares$22.1 Million1.4% of portfolio