Number of Shares
239,459.00
Current Holdings Value*
$8.71 Mil
% of Portfolio
2.24%
Total Estimate Gain
$3.50 Mil
% of Total Estimate Gain
56.61%

Triangle Securities Wealth Management's Tortoise North American Pipeline Fund ETF Holding Summary

As of 2025-03-31, Triangle Securities Wealth Management held 239,459.00 shares of Tortoise North American Pipeline Fund ETF(TPYP), totaling $8.71 Mil. This investment constitutes 2.24% of their stock portfolio, and Triangle Securities Wealth Management now holds 1.16% of the outstanding Tortoise North American Pipeline Fund ETF(TPYP) stock.

The initial trade took place in 2021Q3. And since then Triangle Securities Wealth Management has made 9 purchases of TPYP, at an average price of $22.43, for a total of 275,988.00 shares. In addition, there have been 6 sales at an average price of $30.96 for 36,529.00 shares. Based on historical transaction data and TPYP's current price of $35.77, Triangle Securities Wealth Management's estimated gain on his TPYP holdings is $3.50 Mil, reflecting a 56.61% gain to date.

Triangle Securities Wealth Management TPYP ($35.77) Holding Chart

Triangle Securities Wealth Management TPYP ($35.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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