Capital Advisors Wealth Management, LLC Global X Mlp ETF Transaction History

Capital Advisors Wealth Management, LLC

$481 Million
Q1 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Global X Mlp ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 23,834 shares of MLPA stock, worth $1.16 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

23,834

Previous 21,607 10.31%

Holding current value

$1.16 Million

Previous $957,000 20.06%

% of portfolio

0.24%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$44.23 - $48.35 $98,500 - $107,675	2,227 Added 10.31%	23,834 $1.15 Million
Q4 2023 Jan 08, 2024	SELL	$43.17 - $46.26 $107,363 - $115,048	-2,487 Reduced 10.32%	21,607 $957,000
Q3 2023 Oct 10, 2023	SELL	$42.73 - $44.98 $1.86 Million - $1.96 Million	-43,551 Reduced 64.38%	24,094 $1.07 Million
Q2 2023 Jul 11, 2023	SELL	$40.37 - $42.94 $3.5 Million - $3.72 Million	-86,717 Reduced 56.18%	67,645 $2.9 Million
Q1 2023 Apr 14, 2023	SELL	$40.06 - $43.73 $153,349 - $167,398	-3,828 Reduced 2.42%	154,362 $6.42 Million

Q4 2022 Feb 09, 2023	BUY	$39.96 - $43.53 $540,259 - $588,525	13,520 Added 9.35%	158,190 $6.53 Million
Q3 2022 Nov 14, 2022	BUY	N/A	11,253 Added 8.43%	144,670 $5.71 Million
Q2 2022 Aug 04, 2022	BUY	N/A	39,852 Added 42.59%	133,417 $4.92 Million
Q1 2022 May 09, 2022	BUY	N/A	66,182 Added 241.69%	93,565 $3.77 Million
Q4 2021 Feb 04, 2022	BUY	N/A	1,805 Added 7.06%	27,383 $958,000
Q3 2021 Nov 12, 2021	SELL	N/A	-67,892 Reduced 72.64%	25,578 $902,000
Q2 2021 Aug 13, 2021	BUY	N/A	27,068 Added 40.76%	93,470 $3.61 Million
Q1 2021 Apr 20, 2021	BUY	N/A	66,402 New	66,402 $2.2 Million

Others Institutions Holding MLPA

# of Institutions

223

Shares Held

17.4M

Call Options Held

18.3K

Put Options Held

11.4K

View Full List

About GLOBAL X MLP ETF

Ticker MLPA
Sector ETFs
Industry ETFs

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Capital Advisors Wealth Management, LLC Global X Mlp ETF Transaction History