Captrust Financial Advisors Managed Portfolio Ser Tortoise Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024

A detailed history of Captrust Financial Advisors transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Captrust Financial Advisors holds 40,403 shares of TPYP stock, worth $1.39 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40,403
Previous 36,708 10.07%
Holding current value
$1.39 Million
Previous $1.06 Million 19.75%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$28.68 - $32.0 $105,972 - $118,240
3,695 Added 10.07%
40,403 $1.27 Million
Q2 2024

Aug 14, 2024
BUY
$26.63 - $29.03 $9,373 - $10,218
352 Added 0.97%
36,708 $1.06 Million
Q1 2024

May 15, 2024
SELL
$25.32 - $27.96 $87,835 - $96,993
-3,469 Reduced 8.71%
36,356 $1.02 Million
Q4 2023

Feb 14, 2024
SELL
$23.59 - $26.45 $32,955 - $36,950
-1,397 Reduced 3.39%
39,825 $1.03 Million
Q3 2023

Nov 14, 2023
BUY
$24.35 - $25.66 $799,410 - $842,417
32,830 Added 391.21%
41,222 $1.01 Million
Q2 2023

Aug 14, 2023
BUY
$23.58 - $24.97 $197,883 - $209,548
8,392 New
8,392 $206,000

Others Institutions Holding TPYP

# of Institutions
116
Shares Held
16.5M
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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