Wealth Trust Axiom LLC Managed Portfolio Ser Tortoise Transaction History

Wealth Trust Axiom LLC

  • $294 Million
  • Q2 2024

A detailed history of Wealth Trust Axiom LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 12,575 shares of TPYP stock, worth $392,968. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,575
Previous 16,523 23.89%
Holding current value
$392,968
Previous $461,000 21.48%
% of portfolio
0.12%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$26.63 - $29.03 $105,135 - $114,610
-3,948 Reduced 23.89%
12,575 $362,000
Q1 2024

May 10, 2024
SELL
$25.32 - $27.96 $12,660 - $13,980
-500 Reduced 2.94%
16,523 $461,000
Q4 2023

Feb 05, 2024
BUY
$23.59 - $26.45 $11,795 - $13,225
500 Added 3.03%
17,023 $441,000
Q2 2023

Aug 04, 2023
SELL
$23.58 - $24.97 $98,988 - $104,824
-4,198 Reduced 20.26%
16,523 $407,000
Q1 2023

May 02, 2023
SELL
$22.96 - $25.79 $17,220 - $19,342
-750 Reduced 3.49%
20,721 $503,000
Q4 2022

Jan 30, 2023
SELL
$23.36 - $26.48 $143,664 - $162,852
-6,150 Reduced 22.27%
21,471 $530,000
Q3 2022

Nov 02, 2022
SELL
$22.85 - $27.34 $79,975 - $95,690
-3,500 Reduced 11.25%
27,621 $638,000
Q2 2022

Jul 27, 2022
SELL
$23.4 - $28.48 $17,550 - $21,360
-750 Reduced 2.35%
31,121 $754,000
Q1 2022

May 09, 2022
SELL
$22.5 - $26.72 $5,625 - $6,680
-250 Reduced 0.78%
31,871 $844,000
Q3 2021

Oct 14, 2021
SELL
$20.88 - $22.86 $62,640 - $68,580
-3,000 Reduced 8.54%
32,121 $700,000
Q1 2021

Apr 14, 2021
BUY
$17.21 - $20.92 $18,431 - $22,405
1,071 Added 3.15%
35,121 $711,000
Q4 2020

Feb 04, 2021
BUY
$14.86 - $18.85 $505,983 - $641,842
34,050 New
34,050 $589,000

Others Institutions Holding TPYP

# of Institutions
110
Shares Held
15.4M
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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