Wiser Advisor Group LLC MLPA Holdings History
Number of Shares
19,825.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
1.56%
Total Estimate Gain
$43,979.49
% of Total Estimate Gain
4.64%
Wiser Advisor Group LLC's Global X MLP ETF Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 19,825.00 shares of Global X MLP ETF(MLPA), totaling $1.06 Mil. This investment constitutes 1.56% of their stock portfolio, and Wiser Advisor Group LLC now holds 0.06% of the outstanding Global X MLP ETF(MLPA) stock.
The initial trade took place in 2023Q4. And since then Wiser Advisor Group LLC has made 5 purchases of MLPA, at an average price of $47.83, for a total of 19,825.00 shares. Based on historical transaction data and MLPA's current price of $50.05, Wiser Advisor Group LLC's estimated gain on his MLPA holdings is $43,979.49, reflecting a 4.64% gain to date.
Wiser Advisor Group LLC MLPA ($50.05) Holding Chart
Wiser Advisor Group LLC MLPA ($50.05) 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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