GJWM
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Gilliland Jeter Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio TPYP Stock Details TPYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-89
Closed -$2.57K – 697
2024
Q2 		$2.57K Buy
+89
New +$2.5K ﹤0.01% 584

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Gilliland Jeter Wealth Management's TPYP Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2024, closing a stake of 89 shares — an estimated $2.57K sold.

Gilliland Jeter Wealth Management first reported a position in TPYP in Q2 2024 and held it in 1 quarter. The position peaked at $2.57K in Q2 2024. 111 funds tracked by Wall St. Rank hold TPYP as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining Tortoise North American Pipeline ETF position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 89 Tortoise North American Pipeline ETF shares in Q3 2024, an estimated $2.57K.
  • Gilliland Jeter Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q2 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's Tortoise North American Pipeline ETF position peaked at $2.57K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.