Valley National Advisers Inc Managed Portfolio Ser Tortoise Transaction History
Valley National Advisers Inc
- $557 Million
- Q4 2024
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 $86,522. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,505
Previous 2,505
-0.0%
Holding current value
$86,522
Previous $78,000
8.97%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$133 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$100 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$70.3 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$46.7 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$29.2 Million0.0% of portfolio