New Edge Advisors, LLC Managed Portfolio Ser Tortoise Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, New Edge Advisors, LLC holds 100 shares of TPYP stock, worth $3,517. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$3,517
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding TPYP
# of Institutions
115Shares Held
16.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.21MShares$113 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$71.6 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$47.5 Million2.44% of portfolio
-
Magnus Financial Group LLC New York, NY833KShares$29.3 Million2.82% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ737KShares$25.9 Million2.89% of portfolio