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

Wealth Care Investment Partners, LLC

$218 Million
Q4 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 18,260 shares of TPYP stock, worth $649,873. This represents 0.28% of its overall portfolio holdings.

Number of Shares

18,260

Previous 21,738 16.0%

Holding current value

$649,873

Previous $682,000 8.8%

% of portfolio

0.28%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$31.7 - $36.82 $110,252 - $128,059	-3,478 Reduced 16.0%	18,260 $622,000
Q3 2024 Oct 08, 2024	SELL	$28.68 - $32.0 $193,331 - $215,712	-6,741 Reduced 23.67%	21,738 $682,000
Q2 2024 Jul 18, 2024	SELL	$26.63 - $29.03 $238,445 - $259,934	-8,954 Reduced 23.92%	28,479 $821,000
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	$23.36 - $26.48 $684,938 - $776,420	29,321 Added 218.41%	42,746 $0
Q3 2022 Oct 17, 2022	BUY	$22.85 - $27.34 $306,761 - $367,039	13,425 New	13,425 $310,000

Others Institutions Holding TPYP

# of Institutions

126

Shares Held

21.2M

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