ALLEN WEALTH MANAGEMENT, LLC AMLP Holdings History
ALLEN WEALTH MANAGEMENT, LLC's Alerian MLP ETF Holding Summary
As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 316,648.00 shares of Alerian MLP ETF(AMLP), totaling $16.45 Mil. This investment constitutes 11.32% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding Alerian MLP ETF(AMLP) stock.
The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 4 purchases of AMLP, at an average price of $42.64, for a total of 324,775.00 shares. In addition, there have been 1 sales at an average price of $51.34 for 8,127.00 shares. Based on historical transaction data and AMLP's current price of $49.11, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his AMLP holdings is $2.12 Mil, reflecting a 15.30% gain to date.
ALLEN WEALTH MANAGEMENT, LLC AMLP ($49.11) Holding Chart
ALLEN WEALTH MANAGEMENT, LLC AMLP ($49.11) 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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