FORTEM FINANCIAL GROUP, LLC AMLP Holdings History
FORTEM FINANCIAL GROUP, LLC's Alerian MLP ETF Holding Summary
As of 2025-03-31, FORTEM FINANCIAL GROUP, LLC held 241,336.00 shares of Alerian MLP ETF(AMLP), totaling $12.53 Mil. This investment constitutes 4.88% of their stock portfolio, and FORTEM FINANCIAL GROUP, LLC now holds 0.11% of the outstanding Alerian MLP ETF(AMLP) stock.
The initial trade took place in 2020Q1. And since then FORTEM FINANCIAL GROUP, LLC has made 7 purchases of AMLP, at an average price of $44.16, for a total of 249,365.00 shares. In addition, there have been 4 sales at an average price of $30.92 for 8,029.00 shares. Based on historical transaction data and AMLP's current price of $49.11, FORTEM FINANCIAL GROUP, LLC's estimated gain on his AMLP holdings is $1.09 Mil, reflecting a 9.88% gain to date.
FORTEM FINANCIAL GROUP, LLC AMLP ($49.11) Holding Chart
FORTEM FINANCIAL GROUP, LLC AMLP ($49.11) 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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