Naviter Wealth, LLC AMLP Holdings History
Naviter Wealth, LLC's Alerian MLP ETF Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 1.12 Mil shares of Alerian MLP ETF(AMLP), totaling $58.12 Mil. This investment constitutes 7.04% of their stock portfolio, and Naviter Wealth, LLC now holds 0.54% of the outstanding Alerian MLP ETF(AMLP) stock.
The initial trade took place in 2021Q4. And since then Naviter Wealth, LLC has made 9 purchases of AMLP, at an average price of $39.99, for a total of 1.47 Mil shares. In addition, there have been 4 sales at an average price of $38.46 for 351,752.00 shares. Based on historical transaction data and AMLP's current price of $48.03, Naviter Wealth, LLC's estimated gain on his AMLP holdings is $8.43 Mil, reflecting a 14.36% gain to date.
Naviter Wealth, LLC AMLP ($48.03) Holding Chart
Naviter Wealth, LLC AMLP ($48.03) 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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