Arvest Investments, Inc. Managed Portfolio Ser Tortoise Transaction History

Arvest Investments, Inc.

$626 Billion
Q4 2024

A detailed history of Arvest Investments, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Arvest Investments, Inc. holds 413,646 shares of TPYP stock, worth $14.7 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

413,646

Previous 431,077 4.04%

Holding current value

$14.7 Million

Previous $13.5 Billion 4.24%

% of portfolio

2.25%

Previous 2.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$31.7 - $36.82 $552,562 - $641,809	-17,431 Reduced 4.04%	413,646 $14.1 Billion
Q3 2024 Nov 04, 2024	SELL	$28.68 - $32.0 $6.82 Million - $7.61 Million	-237,869 Reduced 35.56%	431,077 $13.5 Billion
Q2 2024 Aug 08, 2024	SELL	$26.63 - $29.03 $820,070 - $893,978	-30,795 Reduced 4.4%	668,946 $19.3 Billion
Q1 2024 Apr 19, 2024	BUY	$25.32 - $27.96 $15,951 - $17,614	630 Added 0.09%	699,741 $19.6 Billion
Q4 2023 Jan 24, 2024	BUY	$23.59 - $26.45 $16.5 Million - $18.5 Million	699,111 New	699,111 $18.1 Billion

Others Institutions Holding TPYP

# of Institutions

126

Shares Held

21.2M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

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Arvest Investments, Inc. Managed Portfolio Ser Tortoise Transaction History