Capital Advisors Wealth Management, LLC MLPA Holdings History
Capital Advisors Wealth Management, LLC's Global X MLP ETF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 130,429.00 shares of Global X MLP ETF(MLPA), totaling $6.94 Mil. This investment constitutes 1.23% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.37% of the outstanding Global X MLP ETF(MLPA) stock.
The initial trade took place in 2021Q2. And since then Capital Advisors Wealth Management, LLC has made 9 purchases of MLPA, at an average price of $42.70, for a total of 337,355.00 shares. In addition, there have been 7 sales at an average price of $39.82 for 206,926.00 shares. Based on historical transaction data and MLPA's current price of $50.45, Capital Advisors Wealth Management, LLC's estimated gain on his MLPA holdings is $414,124.60, reflecting a 2.87% gain to date.
Capital Advisors Wealth Management, LLC MLPA ($50.45) Holding Chart
Capital Advisors Wealth Management, LLC MLPA ($50.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
