Diversify Wealth Management, LLC Managed Portfolio Ser Tortoise Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 29,610 shares of TPYP stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
29,610
Previous 24,038 23.18%
Holding current value
$1.09 Million
Previous $786 Million 30.84%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 16, 2025
BUY
$31.7 - $36.82 $176,632 - $205,161
5,572 Added 23.18%
29,610 $1.03 Billion
Q3 2024

Oct 25, 2024
BUY
$28.68 - $32.0 $20,735 - $23,136
723 Added 3.1%
24,038 $786 Million
Q2 2024

Aug 08, 2024
BUY
$26.63 - $29.03 $620,878 - $676,834
23,315 New
23,315 $675 Million

Others Institutions Holding TPYP

# of Institutions
116
Shares Held
16.4M
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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