9258 Wealth Management, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 8,886 shares of AMLP stock, worth $465,537. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,886

Previous 8,851 0.4%

Holding current value

$465,537

Previous $424,000 1.42%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$44.66 - $49.15 $1,563 - $1,720	35 Added 0.4%	8,886 $418,000
Q2 2024 Aug 02, 2024	SELL	$45.03 - $48.19 $5,313 - $5,686	-118 Reduced 1.32%	8,851 $424,000
Q1 2024 May 03, 2024	SELL	$42.49 - $47.46 $5,311 - $5,932	-125 Reduced 1.37%	8,969 $425,000
Q4 2023 Feb 06, 2024	SELL	$40.49 - $44.3 $688 - $753	-17 Reduced 0.19%	9,094 $386,000
Q3 2023 Nov 08, 2023	BUY	$39.2 - $42.47 $16,464 - $17,837	420 Added 4.83%	9,111 $384,000
Q4 2022 Feb 03, 2023	BUY	$36.81 - $42.09 $22,380 - $25,590	608 Added 7.52%	8,691 $330,000
Q4 2021 Feb 11, 2022	BUY	$30.56 - $37.19 $55,252 - $67,239	1,808 Added 28.81%	8,083 $265,000
Q3 2021 Nov 12, 2021	BUY	$31.16 - $36.97 $6,232 - $7,394	200 Added 3.29%	6,275 $209,000
Q2 2021 Aug 13, 2021	BUY	$30.93 - $38.73 $187,899 - $235,284	6,075 New	6,075 $221,000

Others Institutions Holding AMLP

# of Institutions

795

Shares Held

99.6M

Call Options Held

367K

Put Options Held

1.16M

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
Sector ETFs
Industry ETFs

More about AMLP

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9258 Wealth Management, LLC Alps ETF Tr Alerian Mlp ETF Transaction History