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

Wealth Care Investment Partners, LLC

$220 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

113

Shares Held

15M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.21M
Shares

$112 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$71.2 Million
3.87% of portfolio
Magnus Financial Group LLC New York, NY

824K
Shares

$28.8 Million
2.66% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

751K
Shares

$26.3 Million
2.72% of portfolio
Foster & Motley Inc Cincinnati, OH

709K
Shares

$24.8 Million
1.41% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
Sector ETFs
Industry ETFs

More about TPYP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.