New Edge Advisors, LLC Managed Portfolio Ser Tortoise Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 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 $3,510. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$3,510
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 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