Xml Financial, LLC Managed Portfolio Ser Tortoise Transaction History
Xml Financial, LLC
- $989 Million
- Q2 2024
A detailed history of Xml Financial, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Xml Financial, LLC holds 79,977 shares of TPYP stock, worth $2.5 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
79,977
Previous 83,710
4.46%
Holding current value
$2.5 Million
Previous $2.34 Million
1.5%
% of portfolio
0.23%
Previous 0.24%
Shares
10 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