Aprio Wealth Management, LLC AMLP Holdings History
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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