Wealth Enhancement Advisory Services, LLC Managed Portfolio Ser Tortoise Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 11,920 shares of TPYP stock, worth $419,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,920
Previous 10,494 13.59%
Holding current value
$419,226
Previous $329,000 23.4%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2025
BUY
$31.7 - $36.82 $45,204 - $52,505
1,426 Added 13.59%
11,920 $406,000
Q3 2024

Oct 23, 2024
BUY
$28.68 - $32.0 $60,342 - $67,328
2,104 Added 25.08%
10,494 $329,000
Q2 2024

Jul 16, 2024
SELL
$26.63 - $29.03 $44,205 - $48,189
-1,660 Reduced 16.52%
8,390 $241,000
Q3 2023

Nov 13, 2023
BUY
$24.35 - $25.66 $244,717 - $257,883
10,050 New
10,050 $245,000

Others Institutions Holding TPYP

# of Institutions
116
Shares Held
16.2M
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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