WEALTH ALLIANCE, LLC AMLP Holdings History

Number of Shares
270,699.00
Current Holdings Value*
$14.06 Mil
% of Portfolio
1.7%
Total Estimate Gain
$3.91 Mil
% of Total Estimate Gain
30.58%

WEALTH ALLIANCE, LLC's Alerian MLP ETF Holding Summary

As of 2025-03-31, WEALTH ALLIANCE, LLC held 270,699.00 shares of Alerian MLP ETF(AMLP), totaling $14.06 Mil. This investment constitutes 1.7% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.13% of the outstanding Alerian MLP ETF(AMLP) stock.

The initial trade took place in 2019Q4. And since then WEALTH ALLIANCE, LLC has made 14 purchases of AMLP, at an average price of $34.14, for a total of 375,037.40 shares. In addition, there have been 7 sales at an average price of $33.92 for 104,338.40 shares. Based on historical transaction data and AMLP's current price of $48.68, WEALTH ALLIANCE, LLC's estimated gain on his AMLP holdings is $3.91 Mil, reflecting a 30.58% gain to date.

WEALTH ALLIANCE, LLC AMLP ($48.68) Holding Chart

WEALTH ALLIANCE, LLC AMLP ($48.68) 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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