Concord Wealth Partners Managed Portfolio Ser Tortoise Transaction History

Concord Wealth Partners

  • $548 Million
  • Q1 2024

Shares

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

Apr 30, 2024
SELL
$25.32 - $27.96 $10,659 - $11,771
-421 Closed
0 $0
Q4 2022

Jan 27, 2023
BUY
$24.33 - $26.48 $10,242 - $11,148
421 New
421 $10,000
Q1 2022

Apr 20, 2022
BUY
N/A
263 Added 65.91%
662 $18,000
Q4 2021

Jan 21, 2022
BUY
N/A
399 New
399 $9,000

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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email