Principia Wealth Advisory, LLC Managed Portfolio Ser Tortoise Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 3,186 shares of TPYP stock, worth $115,683. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,186
Previous 4,145 23.14%
Holding current value
$115,683
Previous $141 Million 24.29%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Apr 11, 2025
SELL
$34.32 - $37.26 $32,912 - $35,732
-959 Reduced 23.14%
3,186 $107 Million
Q4 2024

Apr 11, 2025
BUY
$31.7 - $36.82 $131,396 - $152,618
4,145 New
4,145 $141 Million

Others Institutions Holding TPYP

# of Institutions
125
Shares Held
20.8M
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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