Valley National Advisers Inc Managed Portfolio Ser Tortoise Transaction History
Valley National Advisers Inc
- $674 Million
- Q2 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 $78,281. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,505
Previous 2,505
-0.0%
Holding current value
$78,281
Previous $70,000
2.86%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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