Callan Capital, LLC Managed Portfolio Ser Tortoise Transaction History
Callan Capital, LLC
- $1.42 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding TPYP
# of Institutions
116Shares Held
16.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$110 Million0.01% of portfolio
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Arvest Trust CO N A Rogers, AR2.03MShares$70 Million3.87% of portfolio
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Arvest Bank Trust Division Dewey, OK1.35MShares$46.5 Million2.44% of portfolio
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Magnus Financial Group LLC New York, NY824KShares$28.3 Million2.66% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ751KShares$25.9 Million2.72% of portfolio