Accel Wealth Management Managed Portfolio Ser Tortoise Transaction History

Accel Wealth Management

$268 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 27, 2021	BUY	$14.86 - $18.85 $3,120 - $3,958	210 New	210 $4,000

Others Institutions Holding TPYP

# of Institutions

140

Shares Held

18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.99M
Shares

$106 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$72.1 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$48.2 Million
0.0% of portfolio
Arvest Bank Trust Division Dewey, OK

1.26M
Shares

$44.7 Million
2.9% of portfolio
Magnus Financial Group LLC New York, NY

849K
Shares

$30.1 Million
3.09% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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