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TPYPTPYP
4 quarters

Position history for Creative PlanningCreative Planning's holdings in TORTOISE CAPITAL SERIES TRUS

Creative Planning holds 228,361 shares of TPYP (TORTOISE CAPITAL SERIES TRUS), worth $9.7M as of 2026-Q1. The position was decreased (-0.5% shares). TPYP represents 0.0% of Creative Planning's portfolio.

Current Value

$9.7M

Current Shares

228,361

Total Value Change

+$1.1M

Total Shares Change

-10,515

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
228,361
-0.5%
$9.7M0.0%$42.18
0
2025-Q4
Decreased
229,525
-0.8%
$8.1M0.0%$35.45
0
2025-Q3
Decreased
231,457
-3.1%
$8.4M0.0%$36.04
0
2025-Q2
New
238,876
-
$8.5M0.0%$34.87
38

Other major holders of TPYP: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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