Xml Financial, LLC Managed Portfolio Ser Tortoise Transaction History

Xml Financial, LLC

  • $1.08 Billion
  • Q4 2024

A detailed history of Xml Financial, LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Xml Financial, LLC holds 69,351 shares of TPYP stock, worth $2.55 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
69,351
Previous 72,829 4.78%
Holding current value
$2.55 Million
Previous $2.29 Million 3.46%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Jan 17, 2025
SELL
$31.7 - $36.82 $110,252 - $128,059
-3,478 Reduced 4.78%
69,351 $2.36 Million
Q3 2024

Nov 01, 2024
SELL
$28.68 - $32.0 $205,004 - $228,736
-7,148 Reduced 8.94%
72,829 $2.29 Million
Q2 2024

Jul 22, 2024
SELL
$26.63 - $29.03 $99,409 - $108,368
-3,733 Reduced 4.46%
79,977 $2.31 Million
Q1 2024

May 15, 2024
SELL
$25.32 - $27.96 $535,745 - $591,605
-21,159 Reduced 20.18%
83,710 $2.34 Million
Q4 2023

Feb 14, 2024
SELL
$23.59 - $26.45 $95,775 - $107,387
-4,060 Reduced 3.73%
104,869 $2.72 Million
Q3 2023

Nov 06, 2023
SELL
$24.35 - $25.66 $68,228 - $71,899
-2,802 Reduced 2.51%
108,929 $2.66 Million
Q2 2023

Aug 07, 2023
SELL
$23.58 - $24.97 $144,969 - $153,515
-6,148 Reduced 5.22%
111,731 $2.75 Million
Q1 2023

May 15, 2023
SELL
$22.96 - $25.79 $75,102 - $84,359
-3,271 Reduced 2.7%
117,879 $2.87 Million
Q4 2022

Feb 09, 2023
SELL
$23.36 - $26.48 $35,063 - $39,746
-1,501 Reduced 1.22%
121,150 $2.99 Million
Q3 2022

Nov 04, 2022
BUY
$22.85 - $27.34 $2.8 Million - $3.35 Million
122,651 New
122,651 $2.83 Million
Q2 2022

Aug 01, 2022
SELL
$23.4 - $28.48 $3.01 Million - $3.66 Million
-128,447 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$22.5 - $26.72 $2.89 Million - $3.43 Million
128,447 New
128,447 $3.4 Million

Others Institutions Holding TPYP

# of Institutions
117
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
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