Leading Edge Financial Planning LLC Managed Portfolio Ser Tortoise Transaction History

Leading Edge Financial Planning LLC

  • $226 Billion
  • Q1 2024

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 10,284 shares of TPYP stock, worth $296,487. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,284
Previous 13,031 21.08%
Holding current value
$296,487
Previous $338 Million 14.93%
% of portfolio
0.13%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$24.33 - $26.48 $368,988 - $401,595
15,166 New
15,166 $374 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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