Atria Wealth Solutions, Inc. Managed Portfolio Ser Tortoise Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 17,500 shares of TPYP stock, worth $638,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,500
Previous 17,600 0.57%
Holding current value
$638,925
Previous $552,000 7.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 31, 2025
SELL
$31.7 - $36.82 $3,170 - $3,682
-100 Reduced 0.57%
17,500 $596,000
Q1 2024

May 13, 2024
SELL
$25.32 - $27.96 $27,852 - $30,756
-1,100 Reduced 5.88%
17,600 $492,000
Q2 2023

Aug 03, 2023
BUY
$23.58 - $24.97 $440,945 - $466,939
18,700 New
18,700 $460,000
Q1 2023

Aug 22, 2023
SELL
$22.96 - $25.79 $34,440 - $38,685
-1,500 Reduced 8.02%
17,200 $418,000
Q1 2023

May 10, 2023
BUY
$22.96 - $25.79 $394,912 - $443,588
17,200 New
17,200 $418,000

Others Institutions Holding TPYP

# of Institutions
125
Shares Held
20.9M
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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