Cerity Partners LLC Managed Portfolio Ser Tortoise Transaction History

Cerity Partners LLC

$45.5 Billion
Q4 2024

A detailed history of Cerity Partners LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Cerity Partners LLC holds 244,350 shares of TPYP stock, worth $8.77 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

244,350

Previous 253,998 3.8%

Holding current value

$8.77 Million

Previous $7.97 Million 4.5%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$31.7 - $36.82 $305,841 - $355,239	-9,648 Reduced 3.8%	244,350 $8.33 Million
Q3 2024 Nov 12, 2024	SELL	$28.68 - $32.0 $2,896 - $3,232	-101 Reduced 0.04%	253,998 $7.97 Million
Q2 2024 Aug 13, 2024	SELL	$26.63 - $29.03 $58,852 - $64,156	-2,210 Reduced 0.86%	254,099 $7.33 Million
Q1 2024 May 14, 2024	BUY	$25.32 - $27.96 $55,374 - $61,148	2,187 Added 0.86%	256,309 $7.17 Million
Q4 2023 Jan 26, 2024	BUY	$23.59 - $26.45 $5.99 Million - $6.72 Million	254,122 New	254,122 $6.59 Million
Q2 2023 Aug 14, 2023	SELL	$23.58 - $24.97 $172,369 - $182,530	-7,310 Reduced 2.74%	259,698 $6.4 Million
Q1 2023 May 11, 2023	SELL	$22.96 - $25.79 $471,782 - $529,932	-20,548 Reduced 7.15%	267,008 $6.49 Million
Q4 2022 Feb 15, 2023	BUY	$23.36 - $26.48 $6.72 Million - $7.61 Million	287,556 New	287,556 $7.1 Million

Others Institutions Holding TPYP

# of Institutions

125

Shares Held

20.9M

Call Options Held

Put Options Held

View Full List

About MANAGED PORTFOLIO SER TORTOISE

Ticker TPYP
Sector ETFs
Industry ETFs

More about TPYP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cerity Partners LLC with notifications on news.

Account

Cerity Partners LLC Managed Portfolio Ser Tortoise Transaction History