Leading Edge Financial Planning LLC Managed Portfolio Ser Tortoise Transaction History

Leading Edge Financial Planning LLC

$320 Billion
Q1 2025

A detailed history of Leading Edge Financial Planning LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 9,280 shares of TPYP stock, worth $327,862. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,280

Previous 9,657 3.9%

Holding current value

$327,862

Previous $329 Million 2.52%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$34.32 - $37.26 $12,938 - $14,047	-377 Reduced 3.9%	9,280 $338 Million
Q4 2024 Jan 24, 2025	SELL	$31.7 - $36.82 $19,875 - $23,086	-627 Reduced 6.1%	9,657 $329 Million
Q1 2024 May 03, 2024	SELL	$25.32 - $27.96 $69,554 - $76,806	-2,747 Reduced 21.08%	10,284 $288 Million
Q4 2023 Feb 13, 2024	BUY	$23.59 - $26.45 $3,113 - $3,491	132 Added 1.02%	13,031 $338 Million
Q3 2023 Oct 25, 2023	BUY	$24.35 - $25.66 $24 - $25	1 Added 0.01%	12,899 $315 Million
Q2 2023 Jul 17, 2023	SELL	$23.58 - $24.97 $54,540 - $57,755	-2,313 Reduced 15.21%	12,898 $318 Million
Q1 2023 Apr 20, 2023	BUY	$22.96 - $25.79 $1,033 - $1,160	45 Added 0.3%	15,211 $370 Million
Q4 2022 Mar 02, 2023	BUY	$23.36 - $26.48 $354,277 - $401,595	15,166 New	15,166 $374 Million

Others Institutions Holding TPYP

# of Institutions

140

Shares Held

18M

Call Options Held

Put Options Held

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Leading Edge Financial Planning LLC Managed Portfolio Ser Tortoise Transaction History