Sound Financial Strategies Group, LLC AMLP Holdings History
Sound Financial Strategies Group, LLC's Alerian MLP ETF Holding Summary
As of 2025-03-31, Sound Financial Strategies Group, LLC held 25,876.00 shares of Alerian MLP ETF(AMLP), totaling $1.34 Mil. This investment constitutes 1.2% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.01% of the outstanding Alerian MLP ETF(AMLP) stock.
The initial trade took place in 2025Q1. And since then Sound Financial Strategies Group, LLC has made 1 purchases of AMLP, at an average price of $51.34, for a total of 25,876.00 shares. Based on historical transaction data and AMLP's current price of $48.62, Sound Financial Strategies Group, LLC's estimated gain on his AMLP holdings is $-70,382.72, reflecting a -5.30% gain to date.
Sound Financial Strategies Group, LLC AMLP ($48.62) Holding Chart
Sound Financial Strategies Group, LLC AMLP ($48.62) 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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