Xml Financial, LLC Managed Portfolio Ser Tortoise Call Options Transaction History

Xml Financial, LLC

$1.13 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

88

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.99M
Shares

$106 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$72.1 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$48.2 Million
0.0% of portfolio
Arvest Bank Trust Division Dewey, OK

1.26M
Shares

$44.7 Million
2.9% of portfolio
Wells Fargo & Company San Francisco, CA

394K
Shares

$13.9 Million
0.0% of portfolio

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