Ifp Advisors, Inc Managed Portfolio Ser Tortoise Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Ifp Advisors, Inc holds 16,395 shares of TPYP stock, worth $579,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,395

Previous 19,823 17.29%

Holding current value

$579,235

Previous $675,000 11.7%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$34.32 - $37.26 $117,648 - $127,727	-3,428 Reduced 17.29%	16,395 $596,000
Q4 2024 Feb 04, 2025	SELL	$31.7 - $36.82 $15,754 - $18,299	-497 Reduced 2.45%	19,823 $675,000
Q3 2024 Feb 04, 2025	SELL	$28.68 - $32.0 $81,164 - $90,560	-2,830 Reduced 12.22%	20,320 $637,000
Q2 2024 Jul 30, 2024	BUY	$26.63 - $29.03 $10,652 - $11,612	400 Added 1.76%	23,150 $667,000
Q1 2024 Jul 30, 2024	BUY	$25.32 - $27.96 $63,629 - $70,263	2,513 Added 12.42%	22,750 $636,000
Q4 2023 Jan 09, 2024	BUY	$23.59 - $26.45 $20,263 - $22,720	859 Added 4.43%	20,237 $524,000
Q3 2023 Oct 12, 2023	BUY	$24.35 - $25.66 $66,158 - $69,718	2,717 Added 16.31%	19,378 $473,000
Q2 2023 Aug 04, 2023	BUY	$23.58 - $24.97 $50,319 - $53,285	2,134 Added 14.69%	16,661 $410,000
Q1 2023 Apr 18, 2023	BUY	$22.96 - $25.79 $70,647 - $79,355	3,077 Added 26.87%	14,527 $353,000
Q4 2022 Feb 07, 2023	BUY	$23.36 - $26.48 $513 - $582	22 Added 0.19%	11,450 $263,000
Q3 2022 Nov 08, 2022	BUY	$22.85 - $27.34 $1,553 - $1,859	68 Added 0.6%	11,428 $262,000
Q2 2022 Sep 06, 2022	BUY	$23.4 - $28.48 $265,824 - $323,532	11,360 New	11,360 $261,000
Q2 2022 Aug 12, 2022	SELL	$23.4 - $28.48 $265,824 - $323,532	-11,360 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$22.5 - $26.72 $9,225 - $10,955	-410 Reduced 3.48%	11,360 $0
Q1 2022 Aug 08, 2022	BUY	$22.5 - $26.72 $8,865 - $10,527	394 Added 3.46%	11,770 $0
Q3 2021 Oct 06, 2021	BUY	$20.88 - $22.86 $39,797 - $43,571	1,906 Added 20.13%	11,376 $248,000
Q2 2021 Jul 13, 2021	BUY	$20.36 - $23.9 $10,302 - $12,093	506 Added 5.64%	9,470 $214,000
Q1 2021 Apr 30, 2021	BUY	$17.21 - $20.92 $21,099 - $25,647	1,226 Added 15.84%	8,964 $181,000
Q4 2020 Jan 25, 2021	BUY	$14.86 - $18.85 $84,702 - $107,445	5,700 Added 279.69%	7,738 $134,000
Q3 2020 Oct 29, 2020	BUY	$14.89 - $17.92 $30,345 - $36,520	2,038 New	2,038 $30,000

Others Institutions Holding TPYP

# of Institutions

140

Shares Held

18M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

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