Valley National Advisers Inc Managed Portfolio Ser Tortoise Transaction History
Valley National Advisers Inc
- $554 Million
- Q1 2025
A detailed history of Valley National Advisers Inc transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Valley National Advisers Inc holds 2,505 shares of TPYP stock, worth $88,501. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,505
Previous 2,505
-0.0%
Holding current value
$88,501
Previous $85,000
7.06%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding TPYP
# of Institutions
140Shares Held
18MCall 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$71.9 Million3.87% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$48.1 Million0.0% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.26MShares$44.6 Million2.9% of portfolio
-
Magnus Financial Group LLC New York, NY849KShares$30 Million3.09% of portfolio