Callan Capital, LLC Managed Portfolio Ser Tortoise Transaction History
Callan Capital, LLC
- $1.22 Billion
- Q2 2024
Shares
6 transactions
Others Institutions Holding TPYP
# of Institutions
114Shares Held
15.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.09MShares$101 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$66.1 Million3.87% of portfolio
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Magnus Financial Group LLC New York, NY824KShares$26.8 Million2.66% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ751KShares$24.4 Million2.72% of portfolio
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Foster & Motley Inc Cincinnati, OH709KShares$23.1 Million1.41% of portfolio