Diversify Wealth Management, LLC Managed Portfolio Ser Tortoise Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

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 36,466 shares of TPYP stock, worth $1.27 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
36,466
Previous 29,610 23.15%
Holding current value
$1.27 Million
Previous $1.03 Billion 25.98%
% of portfolio
0.1%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$34.32 - $37.26 $235,297 - $255,454
6,856 Added 23.15%
36,466 $1.3 Billion
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
103
Shares Held
13.5M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email