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

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 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 $101,205. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,925

Previous 2,925 -0.0%

Holding current value

$101,205

Previous $81,000 3.7%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

113

Shares Held

15.1M

Call Options Held

Put Options Held

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About MANAGED PORTFOLIO SER TORTOISE

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