Creative Planning Managed Portfolio Ser Tortoise Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Creative Planning holds 241,665 shares of TPYP stock, worth $8.54 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

241,665

Previous 249,337 3.08%

Holding current value

$8.54 Million

Previous $8.5 Million 3.41%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$34.32 - $37.26 $263,303 - $285,858	-7,672 Reduced 3.08%	241,665 $8.79 Million
Q4 2024 Feb 14, 2025	BUY	$31.7 - $36.82 $7.21 Million - $8.37 Million	227,376 Added 1035.36%	249,337 $8.5 Million
Q3 2024 Oct 11, 2024	BUY	$28.68 - $32.0 $258 - $288	9 Added 0.04%	21,961 $689,000
Q2 2024 Aug 15, 2024	BUY	$26.63 - $29.03 $239 - $261	9 Added 0.04%	21,952 $632,000
Q1 2024 May 10, 2024	SELL	$25.32 - $27.96 $22,205 - $24,520	-877 Reduced 3.84%	21,943 $613,000
Q4 2023 Feb 14, 2024	BUY	$23.59 - $26.45 $39,796 - $44,621	1,687 Added 7.98%	22,820 $591,000
Q2 2023 Jul 21, 2023	SELL	$23.58 - $24.97 $32,422 - $34,333	-1,375 Reduced 6.11%	21,133 $520,000
Q1 2023 May 15, 2023	BUY	$22.96 - $25.79 $201,221 - $226,023	8,764 Added 63.77%	22,508 $547,000
Q3 2022 Nov 03, 2022	SELL	$22.85 - $27.34 $86,624 - $103,645	-3,791 Reduced 21.62%	13,744 $317,000
Q2 2022 Aug 15, 2022	BUY	$23.4 - $28.48 $23,142 - $28,166	989 Added 5.98%	17,535 $425,000
Q1 2022 May 16, 2022	SELL	$22.5 - $26.72 $30,870 - $36,659	-1,372 Reduced 7.66%	16,546 $438,000
Q4 2021 Feb 11, 2022	SELL	$21.34 - $23.93 $88,390 - $99,118	-4,142 Reduced 18.78%	17,918 $398,000
Q3 2021 Nov 10, 2021	BUY	$20.88 - $22.86 $185,393 - $202,973	8,879 Added 67.36%	22,060 $481,000
Q2 2021 Aug 04, 2021	SELL	$20.36 - $23.9 $6,922 - $8,125	-340 Reduced 2.51%	13,181 $297,000
Q1 2021 Apr 30, 2021	BUY	$17.21 - $20.92 $232,696 - $282,859	13,521 New	13,521 $274,000

Others Institutions Holding TPYP

# of Institutions

140

Shares Held

18M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

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Creative Planning Managed Portfolio Ser Tortoise Transaction History