Hbk Sorce Advisory LLC Managed Portfolio Ser Tortoise Transaction History
Hbk Sorce Advisory LLC
- $2.53 Billion
- Q4 2024
A detailed history of Hbk Sorce Advisory LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 109,870 shares of TPYP stock, worth $3.86 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
109,870
Previous 110,709
0.76%
Holding current value
$3.86 Million
Previous $3.47 Million
7.8%
% of portfolio
0.15%
Previous 0.14%
Shares
21 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall 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$71.4 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$47.4 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$29.7 Million0.0% of portfolio