Allworth Financial LP Managed Portfolio Ser Tortoise Transaction History

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025

A detailed history of Allworth Financial LP transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Allworth Financial LP holds 6,135 shares of TPYP stock, worth $216,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,135
Previous 6,135 -0.0%
Holding current value
$216,749
Previous $209,000 6.7%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$31.7 - $36.82 $5,230 - $6,075
165 Added 2.76%
6,135 $209,000
Q2 2023

Jul 18, 2023
SELL
$23.58 - $24.97 $13,888 - $14,707
-589 Reduced 8.98%
5,970 $147,000
Q4 2022

Jan 13, 2023
BUY
$23.36 - $26.48 $1,378 - $1,562
59 Added 0.91%
6,559 $0
Q2 2022

Jul 13, 2022
BUY
$23.4 - $28.48 $152,100 - $185,120
6,500 New
6,500 $158,000

Others Institutions Holding TPYP

# of Institutions
140
Shares Held
18M
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email