Xml Financial, LLC Managed Portfolio Ser Tortoise Transaction History
Xml Financial, LLC
- $1.08 Billion
- Q4 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 69,351 shares of TPYP stock, worth $2.44 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
69,351
Previous 72,829
4.78%
Holding current value
$2.44 Million
Previous $2.29 Million
3.46%
% of portfolio
0.22%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding TPYP
# of Institutions
126Shares Held
20.8MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$135 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$102 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.5 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$47.5 Million2.78% of portfolio
-
Magnus Financial Group LLC New York, NY849KShares$29.8 Million3.09% of portfolio