Segment Wealth Management, LLC Managed Portfolio Ser Tortoise Transaction History

Segment Wealth Management, LLC

  • $1.32 Billion
  • Q2 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 13, 2023
BUY
$23.36 - $26.48 $911,040 - $1.03 Million
39,000 Added 293.9%
52,270 $0
Q3 2022

Oct 24, 2022
SELL
$22.85 - $27.34 $34,275 - $41,010
-1,500 Reduced 10.16%
13,270 $307,000
Q4 2020

Jan 27, 2021
SELL
$14.86 - $18.85 $1,486 - $1,885
-100 Reduced 0.67%
14,770 $256,000
Q3 2020

Oct 27, 2020
SELL
$14.89 - $17.92 $22,781 - $27,417
-1,530 Reduced 9.33%
14,870 $223,000
Q2 2020

Jul 15, 2020
BUY
$12.68 - $19.51 $207,952 - $319,964
16,400 New
16,400 $271,000

Others Institutions Holding TPYP

# of Institutions
110
Shares Held
15.4M
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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