Number of Shares
244,343.00
Current Holdings Value*
$12.69 Mil
% of Portfolio
5%
Total Estimate Gain
$2.45 Mil
% of Total Estimate Gain
23.53%

IronBridge Private Wealth, LLC's Alerian MLP ETF Holding Summary

As of 2025-03-31, IronBridge Private Wealth, LLC held 244,343.00 shares of Alerian MLP ETF(AMLP), totaling $12.69 Mil. This investment constitutes 5% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0.12% of the outstanding Alerian MLP ETF(AMLP) stock.

The initial trade took place in 2022Q4. And since then IronBridge Private Wealth, LLC has made 6 purchases of AMLP, at an average price of $39.66, for a total of 262,179.00 shares. In addition, there have been 4 sales at an average price of $47.37 for 17,836.00 shares. Based on historical transaction data and AMLP's current price of $49.11, IronBridge Private Wealth, LLC's estimated gain on his AMLP holdings is $2.45 Mil, reflecting a 23.53% gain to date.

IronBridge Private Wealth, LLC AMLP ($49.11) Holding Chart

IronBridge Private Wealth, 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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