Icon Wealth Partners, LLC Managed Portfolio Ser Tortoise Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 164,633 shares of TPYP stock, worth $5.87 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
164,633
Previous 174,238
5.51%
Holding current value
$5.87 Million
Previous $4.29 Million
6.26%
% of portfolio
0.46%
Previous 0.46%
Shares
15 transactions
Others Institutions Holding TPYP
# of Institutions
125Shares Held
20.9MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$137 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$104 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$72.5 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$48.2 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$30.2 Million0.0% of portfolio