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

Xml Financial, LLC

$1.07 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

116

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.21M
Shares

$108 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$68.2 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$45.3 Million
2.44% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$27.6 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$25.2 Million
2.72% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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