Evermay Wealth Management LLC Managed Portfolio Ser Tortoise Transaction History

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025

A detailed history of Evermay Wealth Management LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Evermay Wealth Management LLC holds 3,121 shares of TPYP stock, worth $110,140. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,121
Previous 3,660 14.73%
Holding current value
$110,140
Previous $124,000 8.87%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 07, 2025
SELL
$34.32 - $37.26 $18,498 - $20,083
-539 Reduced 14.73%
3,121 $113,000
Q4 2024

Jan 23, 2025
SELL
$31.7 - $36.82 $21,239 - $24,669
-670 Reduced 15.47%
3,660 $124,000
Q4 2022

Jan 19, 2023
SELL
$23.36 - $26.48 $280 - $317
-12 Reduced 0.28%
4,330 $0
Q2 2022

Aug 15, 2022
BUY
$23.4 - $28.48 $100,713 - $122,577
4,304 Added 11326.32%
4,342 $105,000
Q1 2022

May 16, 2022
BUY
$22.5 - $26.72 $855 - $1,015
38 New
38 $1,000

Others Institutions Holding TPYP

# of Institutions
97
Shares Held
12.6M
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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