Wealth Care Investment Partners, LLC Managed Portfolio Ser Tortoise Transaction History

Wealth Care Investment Partners, LLC

$198 Million
Q1 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 37,433 shares of TPYP stock, worth $1.08 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

37,433

Previous 59,080 36.64%

Holding current value

$1.08 Million

Previous $1.53 Million 31.72%

% of portfolio

0.53%

Previous 0.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$25.32 - $27.96 $548,102 - $605,250	-21,647 Reduced 36.64%	37,433 $1.05 Million
Q4 2023 Jan 18, 2024	SELL	$23.59 - $26.45 $375,835 - $421,401	-15,932 Reduced 21.24%	59,080 $1.53 Million
Q3 2023 Oct 10, 2023	BUY	$24.35 - $25.66 $14,025 - $14,780	576 Added 0.77%	75,012 $1.83 Million
Q2 2023 Jul 13, 2023	BUY	$23.58 - $24.97 $78,427 - $83,050	3,326 Added 4.68%	74,436 $1.83 Million
Q1 2023 Apr 10, 2023	BUY	$22.96 - $25.79 $651,237 - $731,507	28,364 Added 66.35%	71,110 $1.73 Million

Q4 2022 Jan 19, 2023	BUY	$24.33 - $26.48 $713,379 - $776,420	29,321 Added 218.41%	42,746 $0
Q3 2022 Oct 17, 2022	BUY	N/A	13,425 New	13,425 $310,000

Others Institutions Holding TPYP

# of Institutions

102

Shares Held

13.1M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

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Wealth Care Investment Partners, LLC Managed Portfolio Ser Tortoise Transaction History