Creative Planning Managed Portfolio Ser Tortoise Transaction History

Creative Planning

  • $93.6 Billion
  • Q2 2024

A detailed history of Creative Planning transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Creative Planning holds 21,952 shares of TPYP stock, worth $686,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,952
Previous 21,943 0.04%
Holding current value
$686,000
Previous $613,000 3.1%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$26.63 - $29.03 $239 - $261
9 Added 0.04%
21,952 $632,000
Q1 2024

May 10, 2024
SELL
$25.32 - $27.96 $22,205 - $24,520
-877 Reduced 3.84%
21,943 $613,000
Q4 2023

Feb 14, 2024
BUY
$23.59 - $26.45 $39,796 - $44,621
1,687 Added 7.98%
22,820 $591,000
Q2 2023

Jul 21, 2023
SELL
$23.58 - $24.97 $32,422 - $34,333
-1,375 Reduced 6.11%
21,133 $520,000
Q1 2023

May 15, 2023
BUY
$22.96 - $25.79 $201,221 - $226,023
8,764 Added 63.77%
22,508 $547,000
Q3 2022

Nov 03, 2022
SELL
$22.85 - $27.34 $86,624 - $103,645
-3,791 Reduced 21.62%
13,744 $317,000
Q2 2022

Aug 15, 2022
BUY
$23.4 - $28.48 $23,142 - $28,166
989 Added 5.98%
17,535 $425,000
Q1 2022

May 16, 2022
SELL
$22.5 - $26.72 $30,870 - $36,659
-1,372 Reduced 7.66%
16,546 $438,000
Q4 2021

Feb 11, 2022
SELL
$21.34 - $23.93 $88,390 - $99,118
-4,142 Reduced 18.78%
17,918 $398,000
Q3 2021

Nov 10, 2021
BUY
$20.88 - $22.86 $185,393 - $202,973
8,879 Added 67.36%
22,060 $481,000
Q2 2021

Aug 04, 2021
SELL
$20.36 - $23.9 $6,922 - $8,125
-340 Reduced 2.51%
13,181 $297,000
Q1 2021

Apr 30, 2021
BUY
$17.21 - $20.92 $232,696 - $282,859
13,521 New
13,521 $274,000

Others Institutions Holding TPYP

# of Institutions
110
Shares Held
15.4M
Call Options Held
0
Put Options Held
0
View Full List

About MANAGED PORTFOLIO SER TORTOISE

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