Ball & Co Wealth Management Inc. AMLP Holdings History
Ball & Co Wealth Management Inc.'s Alerian MLP ETF Holding Summary
As of 2025-03-31, Ball & Co Wealth Management Inc. held 294,595.00 shares of Alerian MLP ETF(AMLP), totaling $15.30 Mil. This investment constitutes 16.4% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0.14% of the outstanding Alerian MLP ETF(AMLP) stock.
The initial trade took place in 2024Q4. And since then Ball & Co Wealth Management Inc. has made 1 purchases of AMLP, at an average price of $48.14, for a total of 294,595.00 shares. Based on historical transaction data and AMLP's current price of $48.82, Ball & Co Wealth Management Inc.'s estimated gain on his AMLP holdings is $200,565.82, reflecting a 1.41% gain to date.
Ball & Co Wealth Management Inc. AMLP ($48.82) Holding Chart
Ball & Co Wealth Management Inc. AMLP ($48.82) 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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