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

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 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 2,925 shares of TPYP stock, worth $84,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,925
Previous 2,925 -0.0%
Holding current value
$84,327
Previous $75,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
545 Added 22.9%
2,925 $68,000
Q3 2021

Nov 12, 2021
BUY
N/A
2,380 New
2,380 $52,000
Q2 2021

Aug 13, 2021
SELL
N/A
-6,500 Closed
0 $0
Q1 2021

May 14, 2021
BUY
N/A
1,750 Added 36.84%
6,500 $0
Q4 2020

Feb 11, 2021
BUY
N/A
4,750 New
4,750 $82,000

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
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