Heritage Oak Wealth Advisors LLC Managed Portfolio Ser Tortoise Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 29,975 shares of TPYP stock, worth $1.05 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
29,975
Holding current value
$1.05 Million
% of portfolio
0.48%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$34.32 - $37.26 $1.03 Million - $1.12 Million
29,975 New
29,975 $1.09 Billion

Others Institutions Holding TPYP

# of Institutions
136
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About MANAGED PORTFOLIO SER TORTOISE

TPYP Quotes by TradingView
  • Ticker TPYP
  • Sector ETFs
  • Industry ETFs
More about TPYP
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