Financial Enhancement Group LLC Managed Portfolio Ser Tortoise Transaction History

Financial Enhancement Group LLC

$559 Million
Q4 2024

A detailed history of Financial Enhancement Group LLC transactions in Managed Portfolio Ser Tortoise stock. As of the latest transaction made, Financial Enhancement Group LLC holds 58,843 shares of TPYP stock, worth $2.11 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

58,843

Previous 51,242 14.83%

Holding current value

$2.11 Million

Previous $1.61 Million 24.77%

% of portfolio

0.36%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$31.7 - $36.82 $240,951 - $279,868	7,601 Added 14.83%	58,843 $2.01 Million
Q3 2024 Oct 31, 2024	SELL	$28.68 - $32.0 $613,293 - $684,288	-21,384 Reduced 29.44%	51,242 $1.61 Million
Q2 2024 Aug 02, 2024	BUY	$26.63 - $29.03 $86,148 - $93,912	3,235 Added 4.66%	72,626 $2.09 Million
Q1 2024 Apr 15, 2024	BUY	$25.32 - $27.96 $51,855 - $57,262	2,048 Added 3.04%	69,391 $1.94 Million
Q4 2023 Jan 18, 2024	BUY	$23.59 - $26.45 $344,130 - $385,852	14,588 Added 27.65%	67,343 $1.75 Million
Q3 2023 Oct 17, 2023	BUY	$24.35 - $25.66 $18,457 - $19,450	758 Added 1.46%	52,755 $1.29 Million
Q2 2023 Aug 10, 2023	BUY	$23.58 - $24.97 $17,802 - $18,852	755 Added 1.47%	51,997 $1.28 Million
Q1 2023 May 17, 2023	BUY	$22.96 - $25.79 $2,296 - $2,579	100 Added 0.2%	51,242 $1.25 Million
Q4 2022 Feb 09, 2023	BUY	$23.36 - $26.48 $17,776 - $20,151	761 Added 1.51%	51,142 $1.26 Million
Q3 2022 Oct 27, 2022	BUY	$22.85 - $27.34 $1.15 Million - $1.38 Million	50,381 New	50,381 $1.16 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 Financial Enhancement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Enhancement Group LLC with notifications on news.

Account

Financial Enhancement Group LLC Managed Portfolio Ser Tortoise Transaction History