Summit Wealth Partners, LLC Managed Portfolio Ser Tortoise Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 21,415 shares of TPYP stock, worth $777,578. This represents 0.15% of its overall portfolio holdings.

Number of Shares
21,415
Previous 21,862 2.04%
Holding current value
$777,578
Previous $686 Million 6.41%
% of portfolio
0.15%
Previous 0.13%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$31.7 - $36.82 $14,169 - $16,458
-447 Reduced 2.04%
21,415 $730 Million
Q3 2024

Oct 28, 2024
SELL
$28.68 - $32.0 $6,338 - $7,072
-221 Reduced 1.0%
21,862 $686 Million
Q2 2024

Sep 11, 2024
SELL
$26.63 - $29.03 $270,560 - $294,944
-10,160 Reduced 31.51%
22,083 $637 Million
Q1 2024

Sep 11, 2024
SELL
$25.32 - $27.96 $87,404 - $96,517
-3,452 Reduced 9.67%
32,243 $902 Million
Q4 2023

Sep 11, 2024
SELL
$23.59 - $26.45 $43,334 - $48,588
-1,837 Reduced 4.89%
35,695 $926 Million
Q3 2023

Sep 11, 2024
SELL
$24.35 - $25.66 $511 - $538
-21 Reduced 0.06%
37,532 $918 Million
Q2 2023

Sep 11, 2024
SELL
$23.58 - $24.97 $9,007 - $9,538
-382 Reduced 1.01%
37,553 $926 Million
Q1 2023

Sep 11, 2024
SELL
$22.96 - $25.79 $3,696 - $4,152
-161 Reduced 0.42%
37,935 $923 Million
Q4 2022

Sep 11, 2024
SELL
$23.36 - $26.48 $2,756 - $3,124
-118 Reduced 0.31%
38,096 $941 Million
Q3 2022

Sep 11, 2024
SELL
$22.85 - $27.34 $2,307 - $2,761
-101 Reduced 0.26%
38,214 $883 Million
Q2 2022

Sep 11, 2024
BUY
$23.4 - $28.48 $205,615 - $250,253
8,787 Added 29.76%
38,315 $929 Million
Q1 2022

Sep 11, 2024
BUY
$22.5 - $26.72 $77,782 - $92,371
3,457 Added 13.26%
29,528 $782 Million
Q4 2021

Sep 10, 2024
SELL
$21.34 - $23.93 $44,771 - $50,205
-2,098 Reduced 7.45%
26,071 $580 Million
Q3 2021

Sep 10, 2024
SELL
$20.88 - $22.86 $45,476 - $49,789
-2,178 Reduced 7.18%
28,169 $614 Million
Q2 2021

Sep 10, 2024
SELL
$20.36 - $23.9 $20,034 - $23,517
-984 Reduced 3.14%
30,347 $684 Million
Q1 2021

Sep 10, 2024
SELL
$17.21 - $20.92 $50,115 - $60,919
-2,912 Reduced 8.5%
31,331 $635 Million
Q4 2020

Sep 10, 2024
BUY
$14.86 - $18.85 $2,229 - $2,827
150 Added 0.44%
34,243 $593 Million
Q3 2020

Sep 10, 2024
BUY
$14.89 - $17.92 $13,951 - $16,791
937 Added 2.83%
34,093 $511 Million
Q2 2020

Sep 10, 2024
BUY
$12.68 - $19.51 $595 - $916
47 Added 0.14%
33,156 $548 Million
Q1 2020

Sep 10, 2024
SELL
$11.57 - $23.89 $296,319 - $611,846
-25,611 Reduced 43.62%
33,109 $450 Million
Q4 2019

Sep 09, 2024
BUY
$21.89 - $23.75 $1.29 Million - $1.39 Million
58,720 New
58,720 $1.38 Billion

Others Institutions Holding TPYP

# of Institutions
125
Shares Held
20.8M
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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More about TPYP
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