Westside Investment Management, Inc. Managed Portfolio Ser Tortoise Transaction History
Westside Investment Management, Inc.
- $475 Billion
- Q4 2024
A detailed history of Westside Investment Management, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Westside Investment Management, Inc. holds 279 shares of TPYP stock, worth $10,286. This represents 0.0% of its overall portfolio holdings.
Number of Shares
279
Previous 279
-0.0%
Holding current value
$10,286
Previous $8.76 Million
8.64%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TPYP
# of Institutions
124Shares Held
20.8MCall Options Held
0Put Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT3.85MShares$142 Million0.72% of portfolio
-
Morgan Stanley New York, NY2.91MShares$107 Million0.01% of portfolio
-
Arvest Trust CO N A Rogers, AR2.03MShares$75 Million3.87% of portfolio
-
Arvest Bank Trust Division Dewey, OK1.35MShares$49.8 Million2.78% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$31.2 Million0.0% of portfolio