Marshall & Sterling Wealth Advisors Inc. Managed Portfolio Ser Tortoise Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 77,600 shares of TPYP stock, worth $2.73 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
77,600
Previous 72,604 6.88%
Holding current value
$2.73 Million
Previous $2.48 Billion 14.03%
% of portfolio
1.92%
Previous 1.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$34.32 - $37.26 $171,462 - $186,150
4,996 Added 6.88%
77,600 $2.82 Billion
Q4 2024

Feb 14, 2025
BUY
$31.7 - $36.82 $2.3 Million - $2.67 Million
72,604 New
72,604 $2.48 Billion

Others Institutions Holding TPYP

# of Institutions
80
Shares Held
11.9M
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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