Atria Wealth Solutions, Inc. Managed Portfolio Ser Tortoise Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 17,600 shares of TPYP stock, worth $507,407. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,600
Previous 18,700 5.88%
Holding current value
$507,407
Previous $485,000 1.44%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$25.32 - $27.96 $27,852 - $30,756
-1,100 Reduced 5.88%
17,600 $492,000
Q2 2023

Aug 03, 2023
BUY
$23.58 - $24.97 $440,945 - $466,939
18,700 New
18,700 $460,000
Q1 2023

Aug 22, 2023
SELL
$22.96 - $25.79 $34,440 - $38,685
-1,500 Reduced 8.02%
17,200 $418,000
Q1 2023

May 10, 2023
BUY
$22.96 - $25.79 $394,912 - $443,588
17,200 New
17,200 $418,000

Others Institutions Holding TPYP

# of Institutions
102
Shares Held
13.1M
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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