Rgt Wealth Advisors, LLC Managed Portfolio Ser Tortoise Transaction History

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	N/A	-8,034 Reduced 30.22%	18,550 $450,000
Q1 2022 May 05, 2022	SELL	N/A	-114,073 Reduced 81.1%	26,584 $704,000
Q4 2021 Feb 11, 2022	SELL	N/A	-143,606 Reduced 50.52%	140,657 $3.13 Million
Q3 2021 Oct 19, 2021	SELL	N/A	-2,373,871 Reduced 89.31%	284,263 $6.2 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-107,734 Reduced 3.9%	2,658,134 $59.9 Million

Q1 2021 May 13, 2021	SELL	N/A	-107,872 Reduced 3.75%	2,765,868 $56.1 Million
Q4 2020 Feb 11, 2021	SELL	N/A	-56,967 Reduced 1.94%	2,873,740 $49.8 Million
Q3 2020 Nov 12, 2020	BUY	N/A	113,169 Added 4.02%	2,930,707 $43.9 Million
Q2 2020 Aug 14, 2020	BUY	N/A	2,817,538 New	2,817,538 $46.6 Million

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

Ticker TPYP
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