Wealth Care Investment Partners, LLC Managed Portfolio Ser Tortoise Transaction History

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 21,738 shares of TPYP stock, worth $744,091. This represents 0.31% of its overall portfolio holdings.

Number of Shares
21,738
Previous 28,479 23.67%
Holding current value
$744,091
Previous $821,000 16.93%
% of portfolio
0.31%
Previous 0.4%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$28.68 - $32.0 $193,331 - $215,712
-6,741 Reduced 23.67%
21,738 $682,000
Q2 2024

Jul 18, 2024
SELL
$26.63 - $29.03 $238,445 - $259,934
-8,954 Reduced 23.92%
28,479 $821,000
Q1 2024

Apr 15, 2024
SELL
$25.32 - $27.96 $548,102 - $605,250
-21,647 Reduced 36.64%
37,433 $1.05 Million
Q4 2023

Jan 18, 2024
SELL
$23.59 - $26.45 $375,835 - $421,401
-15,932 Reduced 21.24%
59,080 $1.53 Million
Q3 2023

Oct 10, 2023
BUY
$24.35 - $25.66 $14,025 - $14,780
576 Added 0.77%
75,012 $1.83 Million
Q2 2023

Jul 13, 2023
BUY
$23.58 - $24.97 $78,427 - $83,050
3,326 Added 4.68%
74,436 $1.83 Million
Q1 2023

Apr 10, 2023
BUY
$22.96 - $25.79 $651,237 - $731,507
28,364 Added 66.35%
71,110 $1.73 Million
Q4 2022

Jan 19, 2023
BUY
$23.36 - $26.48 $684,938 - $776,420
29,321 Added 218.41%
42,746 $0
Q3 2022

Oct 17, 2022
BUY
$22.85 - $27.34 $306,761 - $367,039
13,425 New
13,425 $310,000

Others Institutions Holding TPYP

# of Institutions
116
Shares Held
16.5M
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
Track This Portfolio

Track Wealth Care Investment Partners, LLC Portfolio

Follow Wealth Care Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email