Number of Shares
26,320.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
1.95%
Total Estimate Gain
$317,737.25
% of Total Estimate Gain
15.25%

QP WEALTH MANAGEMENT, LLC's Alerian MLP ETF Holding Summary

As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 26,320.00 shares of Alerian MLP ETF(AMLP), totaling $1.11 Mil. This investment constitutes 1.95% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Alerian MLP ETF(AMLP) stock.

The initial trade took place in 2019Q4. And since then QP WEALTH MANAGEMENT, LLC has made 3 purchases of AMLP, at an average price of $34.24, for a total of 60,855.00 shares. In addition, there have been 3 sales at an average price of $32.40 for 34,535.00 shares. Based on historical transaction data and AMLP's current price of $48.72, QP WEALTH MANAGEMENT, LLC's estimated gain on his AMLP holdings is $317,737.25, reflecting a 15.25% gain to date.

QP WEALTH MANAGEMENT, LLC AMLP ($48.72) Holding Chart

QP WEALTH MANAGEMENT, LLC AMLP ($48.72) 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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