Wayfinding Financial, LLC Managed Portfolio Ser Tortoise Transaction History

Wayfinding Financial, LLC

$228 Million
Q1 2025

A detailed history of Wayfinding Financial, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Wayfinding Financial, LLC holds 305 shares of TPYP stock, worth $10,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares

305

Holding current value

$10,635

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$34.32 - $37.26 $10,467 - $11,364	305 New	305 $11,000

Others Institutions Holding TPYP

# of Institutions

136

Shares Held

17.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.91M
Shares

$101 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$70.9 Million
3.87% of portfolio
Arvest Bank Trust Division Dewey, OK

1.35M
Shares

$47.1 Million
2.78% of portfolio
Magnus Financial Group LLC New York, NY

849K
Shares

$29.6 Million
3.09% of portfolio
Bank Of America Corp Charlotte, NC

846K
Shares

$29.5 Million
0.0% of portfolio

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About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
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Wayfinding Financial, LLC Managed Portfolio Ser Tortoise Transaction History