Strategies Wealth Advisors, LLC Managed Portfolio Ser Tortoise Transaction History

Strategies Wealth Advisors, LLC

  • $650 Billion
  • Q1 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 8,895 shares of TPYP stock, worth $256,442. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,895
Previous 8,690 2.36%
Holding current value
$256,442
Previous $225 Million 10.34%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$25.32 - $27.96 $5,190 - $5,731
205 Added 2.36%
8,895 $249 Million
Q3 2023

Oct 10, 2023
BUY
$24.35 - $25.66 $2,556 - $2,694
105 Added 1.22%
8,690 $212 Million
Q2 2023

Jul 12, 2023
BUY
$23.58 - $24.97 $2,782 - $2,946
118 Added 1.39%
8,585 $212 Million
Q1 2023

Jun 27, 2023
BUY
$22.96 - $25.79 $2,663 - $2,991
116 Added 1.39%
8,467 $206 Million
Q4 2022

Jun 27, 2023
BUY
$24.33 - $26.48 $203,179 - $221,134
8,351 New
8,351 $206 Million

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
  • Industry ETFs
More about TPYP
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