Tandem Wealth Advisors LLC Managed Portfolio Ser Tortoise Transaction History

Tandem Wealth Advisors LLC

$186 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 23, 2023	BUY	$23.36 - $26.48 $16,258 - $18,430	696 New	696 $17.2 Million

Others Institutions Holding TPYP

# of Institutions

77

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.99M
Shares

$105 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.6 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$47.9 Million
0.0% of portfolio
Arvest Bank Trust Division Dewey, OK

1.26M
Shares

$44.4 Million
2.9% of portfolio
Wells Fargo & Company San Francisco, CA

394K
Shares

$13.9 Million
0.0% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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