Transamerica Financial Advisors, Inc. Managed Portfolio Ser Tortoise Transaction History

Transamerica Financial Advisors, Inc.

$982 Million
Q1 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 226 shares of TPYP stock, worth $6,515. This represents 0.0% of its overall portfolio holdings.

Number of Shares

226

Previous 59,133 99.62%

Holding current value

$6,515

Previous $1.53 Million 99.54%

% of portfolio

0.0%

Previous 0.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$25.32 - $27.96 $1.49 Million - $1.65 Million	-58,907 Reduced 99.62%	226 $7,000
Q4 2023 Feb 12, 2024	SELL	$23.59 - $26.45 $432,522 - $484,960	-18,335 Reduced 23.67%	59,133 $1.53 Million
Q3 2023 Nov 14, 2023	BUY	$24.35 - $25.66 $119,850 - $126,298	4,922 Added 6.78%	77,468 $1.9 Million
Q2 2023 Aug 14, 2023	BUY	$23.58 - $24.97 $115,471 - $122,278	4,897 Added 7.24%	72,546 $1.79 Million
Q1 2023 May 15, 2023	BUY	$22.96 - $25.79 $36,437 - $40,928	1,587 Added 2.4%	67,649 $1.65 Million

Q4 2022 Feb 14, 2023	SELL	$24.33 - $26.48 $59,097 - $64,319	-2,429 Reduced 3.55%	66,062 $1.63 Million
Q3 2022 Nov 14, 2022	BUY	N/A	1,214 Added 1.8%	68,491 $1.58 Million
Q2 2022 Aug 15, 2022	BUY	N/A	66,375 Added 7358.65%	67,277 $0
Q1 2022 May 12, 2022	SELL	N/A	-329 Reduced 26.73%	902 $24,000
Q4 2021 Feb 14, 2022	BUY	N/A	33 Added 2.75%	1,231 $28,000
Q3 2021 Nov 15, 2021	BUY	N/A	1,198 New	1,198 $27,000
Q3 2019 Nov 12, 2019	SELL	N/A	-15 Closed	0 $0
Q2 2019 Aug 21, 2019	BUY	N/A	15 New	15 $1,000
Q1 2019 May 14, 2019	SELL	N/A	-17 Closed	0 $0
Q2 2018 Jul 25, 2018	SELL	N/A	-3 Reduced 15.0%	17 $1,000
Q1 2018 May 09, 2018	SELL	N/A	-2,957 Reduced 99.33%	20 $1,000
Q4 2017 Feb 09, 2018	BUY	N/A	436 Added 17.16%	2,977 $70,000
Q3 2017 Nov 13, 2017	BUY	N/A	2,541	2,541 $60,000

Others Institutions Holding TPYP

# of Institutions

102

Shares Held

13.1M

Call Options Held

Put Options Held

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Transamerica Financial Advisors, Inc. Managed Portfolio Ser Tortoise Transaction History