Steward Partners Investment Advisory, LLC Managed Portfolio Ser Tortoise Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,781 shares of TPYP stock, worth $137,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,781

Previous 2,925 29.26%

Holding current value

$137,552

Previous $84,000 40.48%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$28.68 - $32.0 $24,550 - $27,392	856 Added 29.26%	3,781 $118,000
Q4 2023 Feb 12, 2024	SELL	$23.59 - $26.45 $22,103 - $24,783	-937 Reduced 24.26%	2,925 $75,000
Q2 2023 Aug 14, 2023	BUY	$23.58 - $24.97 $22,094 - $23,396	937 Added 32.03%	3,862 $95,000
Q3 2022 Nov 10, 2022	BUY	$22.85 - $27.34 $12,453 - $14,900	545 Added 22.9%	2,925 $68,000
Q3 2021 Nov 12, 2021	BUY	$20.88 - $22.86 $49,694 - $54,406	2,380 New	2,380 $52,000
Q2 2021 Aug 13, 2021	SELL	$20.36 - $23.9 $132,340 - $155,350	-6,500 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$17.21 - $20.92 $30,117 - $36,610	1,750 Added 36.84%	6,500 $0
Q4 2020 Feb 11, 2021	BUY	$14.86 - $18.85 $70,585 - $89,537	4,750 New	4,750 $82,000

Others Institutions Holding TPYP

# of Institutions

116

Shares Held

16.5M

Call Options Held

Put Options Held

View Full List

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
Sector ETFs
Industry ETFs

More about TPYP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Managed Portfolio Ser Tortoise Transaction History