Allworth Financial LP Managed Portfolio Ser Tortoise Transaction History

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024

A detailed history of Allworth Financial LP transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Allworth Financial LP holds 6,135 shares of TPYP stock, worth $215,767. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,135
Previous 5,970 2.76%
Holding current value
$215,767
Previous $187,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 30, 2025
BUY
$31.7 - $36.82 $5,230 - $6,075
165 Added 2.76%
6,135 $209,000
Q2 2023

Jul 18, 2023
SELL
$23.58 - $24.97 $13,888 - $14,707
-589 Reduced 8.98%
5,970 $147,000
Q4 2022

Jan 13, 2023
BUY
$23.36 - $26.48 $1,378 - $1,562
59 Added 0.91%
6,559 $0
Q2 2022

Jul 13, 2022
BUY
$23.4 - $28.48 $152,100 - $185,120
6,500 New
6,500 $158,000

Others Institutions Holding TPYP

# of Institutions
115
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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