Stratos Wealth Partners, Ltd. Managed Portfolio Ser Tortoise Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$28.68 - $32.0 $279,888 - $312,288	9,759 New	9,759 $306,000

Others Institutions Holding TPYP

# of Institutions

125

Shares Held

20.9M

Call Options Held

0

Put Options Held

0

Castlekeep Investment Advisors LLC Westport, CT

3.85M
Shares

$137 Million
0.72% of portfolio
Morgan Stanley New York, NY

2.91M
Shares

$104 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$72.5 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$48.2 Million
2.78% of portfolio
Bank Of America Corp Charlotte, NC

846K
Shares

$30.2 Million
0.0% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
Sector ETFs
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