Asset Dedication, LLC Managed Portfolio Ser Tortoise Transaction History

Asset Dedication, LLC

$1.21 Billion
Q1 2025

A detailed history of Asset Dedication, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Asset Dedication, LLC holds 218 shares of TPYP stock, worth $7,601. This represents 0.0% of its overall portfolio holdings.

Number of Shares

218

Holding current value

$7,601

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$34.32 - $37.26 $7,481 - $8,122	218 New	218 $7,000

Others Institutions Holding TPYP

# of Institutions

135

Shares Held

20.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.91M
Shares

$101 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$70.9 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$47.1 Million
2.78% of portfolio
Magnus Financial Group LLC New York, NY

849K
Shares

$29.6 Million
3.09% of portfolio
Bank Of America Corp Charlotte, NC

846K
Shares

$29.5 Million
0.0% of portfolio

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About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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