Wbi Investments, Inc. Managed Portfolio Ser Tortoise Transaction History

Wbi Investments, Inc.

$469 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$23.59 - $26.45 $7,548 - $8,464	-320 Reduced 3.84%	8,008 $207,000
Q3 2023 Nov 09, 2023	BUY	$24.35 - $25.66 $202,786 - $213,696	8,328 New	8,328 $203,000

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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