Icon Wealth Advisors, LLC Managed Portfolio Ser Tortoise Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 146,617 shares of TPYP stock, worth $4.23 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
146,617
Previous 158,489 7.49%
Holding current value
$4.23 Million
Previous $4.11 Million 0.29%
% of portfolio
0.38%
Previous 0.43%

Shares

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

May 15, 2024
SELL
$25.32 - $27.96 $300,599 - $331,941
-11,872 Reduced 7.49%
146,617 $4.1 Million
Q4 2023

Feb 14, 2024
SELL
$23.59 - $26.45 $568,684 - $637,630
-24,107 Reduced 13.2%
158,489 $4.11 Million
Q4 2022

Feb 14, 2023
SELL
$24.33 - $26.48 $49,560 - $53,939
-2,037 Reduced 1.1%
182,596 $4.51 Million
Q3 2022

Jan 25, 2023
BUY
N/A
184,633 New
184,633 $4.27 Million

Others Institutions Holding TPYP

# of Institutions
102
Shares Held
13.1M
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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