Summit Financial Wealth Advisors, LLC AMLP Holdings History
Summit Financial Wealth Advisors, LLC's Alerian MLP ETF Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 307,188.00 shares of Alerian MLP ETF(AMLP), totaling $15.96 Mil. This investment constitutes 3.17% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.15% of the outstanding Alerian MLP ETF(AMLP) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Wealth Advisors, LLC has made 12 purchases of AMLP, at an average price of $39.09, for a total of 328,614.20 shares. In addition, there have been 8 sales at an average price of $29.56 for 21,426.20 shares. Based on historical transaction data and AMLP's current price of $48.64, Summit Financial Wealth Advisors, LLC's estimated gain on his AMLP holdings is $2.73 Mil, reflecting a 21.26% gain to date.
Summit Financial Wealth Advisors, LLC AMLP ($48.64) Holding Chart
Summit Financial Wealth Advisors, LLC AMLP ($48.64) 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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