Number of Shares
129,509.00
Current Holdings Value*
$7.74 Mil
% of Portfolio
5.61%
Total Estimate Gain
$5.55 Mil
% of Total Estimate Gain
82.30%

ALPS | Alerian Energy Infrastructure Portfolio's Williams Companies Inc Holding Summary

As of 2025-03-31, ALPS | Alerian Energy Infrastructure Portfolio held 129,509.00 shares of Williams Companies Inc(WMB), totaling $7.74 Mil. This investment constitutes 5.61% of their stock portfolio, and ALPS | Alerian Energy Infrastructure Portfolio now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2019Q3. And since then ALPS | Alerian Energy Infrastructure Portfolio has made 12 purchases of WMB, at an average price of $26.24, for a total of 257,106.00 shares. In addition, there have been 9 sales at an average price of $32.79 for 127,597.00 shares. Based on historical transaction data and WMB's current price of $62.67, ALPS | Alerian Energy Infrastructure Portfolio's estimated gain on his WMB holdings is $5.55 Mil, reflecting a 82.30% gain to date.

ALPS | Alerian Energy Infrastructure Portfolio WMB ($62.67) Holding Chart

ALPS | Alerian Energy Infrastructure Portfolio WMB ($62.67) 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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