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

Wealth Plan Partners, LLC

$709 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding TPYP

# of Institutions

139

Shares Held

18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.99M
Shares

$104 Million
0.01% of portfolio
Arvest Trust CO N A Rogers, AR

2.03M
Shares

$70.9 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$47.5 Million
0.0% of portfolio
Arvest Bank Trust Division Dewey, OK

1.26M
Shares

$44 Million
2.9% of portfolio
Magnus Financial Group LLC New York, NY

849K
Shares

$29.6 Million
3.09% of portfolio

About MANAGED PORTFOLIO SER TORTOISE

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