Wealth Enhancement Advisory Services, LLC Managed Portfolio Ser Tortoise Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 10,494 shares of TPYP stock, worth $381,771. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,494
Previous 8,390
25.08%
Holding current value
$381,771
Previous $241,000
36.51%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding TPYP
# of Institutions
116Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$117 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$74 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$49.2 Million2.44% of portfolio
-
Magnus Financial Group LLC New York, NY824KShares$30 Million2.66% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ751KShares$27.3 Million2.72% of portfolio