Number of Shares
160,846.00
Current Holdings Value*
$8.35 Mil
% of Portfolio
1.05%
Total Estimate Gain
$-105,340.30
% of Total Estimate Gain
-1.33%

Aprio Wealth Management, LLC's Alerian MLP ETF Holding Summary

As of 2025-03-31, Aprio Wealth Management, LLC held 160,846.00 shares of Alerian MLP ETF(AMLP), totaling $8.35 Mil. This investment constitutes 1.05% of their stock portfolio, and Aprio Wealth Management, LLC now holds 0.08% of the outstanding Alerian MLP ETF(AMLP) stock.

The initial trade took place in 2024Q1. And since then Aprio Wealth Management, LLC has made 5 purchases of AMLP, at an average price of $49.40, for a total of 160,846.00 shares. Based on historical transaction data and AMLP's current price of $48.75, Aprio Wealth Management, LLC's estimated gain on his AMLP holdings is $-105,340.30, reflecting a -1.33% gain to date.

Aprio Wealth Management, LLC AMLP ($48.75) Holding Chart

Aprio Wealth Management, LLC AMLP ($48.75) 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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