Westside Investment Management, Inc. Managed Portfolio Ser Tortoise Transaction History
Westside Investment Management, Inc.
- $437 Billion
- Q2 2024
A detailed history of Westside Investment Management, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Westside Investment Management, Inc. holds 279 shares of TPYP stock, worth $8,718. This represents 0.0% of its overall portfolio holdings.
Number of Shares
279
Previous 279
-0.0%
Holding current value
$8,718
Previous $7.8 Million
3.11%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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