Number of Shares
293,861.00
Current Holdings Value*
$14.15 Mil
% of Portfolio
10.57%
Total Estimate Gain
$3.63 Mil
% of Total Estimate Gain
16.27%

Householder Group Estate & Retirement Specialist, LLC's Alerian MLP ETF Holding Summary

As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 293,861.00 shares of Alerian MLP ETF(AMLP), totaling $14.15 Mil. This investment constitutes 10.57% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0.15% of the outstanding Alerian MLP ETF(AMLP) stock.

The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 5 purchases of AMLP, at an average price of $37.75, for a total of 590,640.00 shares. In addition, there have been 7 sales at an average price of $39.18 for 296,779.00 shares. Based on historical transaction data and AMLP's current price of $48.65, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his AMLP holdings is $3.63 Mil, reflecting a 16.27% gain to date.

Householder Group Estate & Retirement Specialist, LLC AMLP ($48.65) Holding Chart

Householder Group Estate & Retirement Specialist, LLC AMLP ($48.65) 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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