Plancorp, LLC Managed Portfolio Ser Tortoise Transaction History

Plancorp, LLC

$2.3 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	N/A	-23,722 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-1,636 Reduced 6.45%	23,722 $472,000
Q3 2018 Nov 13, 2018	BUY	N/A	25,358 New	25,358 $590,000

Others Institutions Holding TPYP

# of Institutions

102

Shares Held

13.1M

Call Options Held

0

Put Options Held

0

Arvest Trust CO N A Rogers, AR

2.02M
Shares

$58.3 Million
3.57% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

840K
Shares

$24.2 Million
2.5% of portfolio
Magnus Financial Group LLC New York, NY

788K
Shares

$22.7 Million
2.63% of portfolio
Foster & Motley Inc Cincinnati, OH

709K
Shares

$20.4 Million
1.36% of portfolio
Morgan Stanley New York, NY

703K
Shares

$20.3 Million
0.0% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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