First Purpose Wealth LLC Managed Portfolio Ser Tortoise Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, First Purpose Wealth LLC holds 13,073 shares of TPYP stock, worth $468,144. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,073
Previous 11,653 12.19%
Holding current value
$468,144
Previous $302,000 20.86%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Apr 22, 2024
BUY
$25.32 - $27.96 $35,954 - $39,703
1,420 Added 12.19%
13,073 $365,000
Q4 2023

Apr 22, 2024
BUY
$23.59 - $26.45 $60,437 - $67,764
2,562 Added 28.18%
11,653 $302,000
Q3 2023

Oct 30, 2023
BUY
$24.35 - $25.66 $221,365 - $233,275
9,091 New
9,091 $222,000

Others Institutions Holding TPYP

# of Institutions
14
Shares Held
2.73M
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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