Capstone Wealth Management Group LLC AMLP Holdings History
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 $49.01, Capstone Wealth Management Group LLC's estimated gain on his AMLP holdings is $17,767.50, reflecting a 0.95% gain to date.
Capstone Wealth Management Group LLC AMLP ($49.01) Holding Chart
Capstone Wealth Management Group LLC AMLP ($49.01) 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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