Cornerstone Wealth Management, LLC Managed Portfolio Ser Tortoise Transaction History

Cornerstone Wealth Management, LLC

$1.39 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	N/A	-21,673 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	467 Added 2.2%	21,673 $920,000
Q2 2018 Jul 20, 2018	BUY	N/A	21,206 New	21,206 $920,000

Others Institutions Holding TPYP

# of Institutions

113

Shares Held

15M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.21M
Shares

$112 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.2 Million
3.87% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$28.8 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$26.3 Million
2.72% of portfolio
Foster & Motley Inc Cincinnati, OH

709K
Shares

$24.8 Million
1.41% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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