Number of Shares
38,625.00
Current Holdings Value*
$1.89 Mil
% of Portfolio
1.37%
Total Estimate Gain
$6,952.50
% of Total Estimate Gain
0.37%

Capstone Wealth Management Group LLC's Alerian MLP ETF Holding Summary

As of 2025-06-30, Capstone Wealth Management Group LLC held 38,625.00 shares of Alerian MLP ETF(AMLP), totaling $1.89 Mil. This investment constitutes 1.37% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.02% of the outstanding Alerian MLP ETF(AMLP) stock.

The initial trade took place in 2025Q2. And since then Capstone Wealth Management Group LLC has made 1 purchases of AMLP, at an average price of $48.55, for a total of 38,625.00 shares. Based on historical transaction data and AMLP's current price of $48.73, Capstone Wealth Management Group LLC's estimated gain on his AMLP holdings is $6,952.50, reflecting a 0.37% gain to date.

Capstone Wealth Management Group LLC AMLP ($48.73) Holding Chart

Capstone Wealth Management Group LLC AMLP ($48.73) 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