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

Capital Advisors Wealth Management, LLC

$560 Million
Q1 2025

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 130,429 shares of MLPA stock, worth $6.61 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

130,429

Previous 21,933 494.67%

Holding current value

$6.61 Million

Previous $1.08 Million 541.0%

% of portfolio

1.24%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$49.83 - $54.53 $5.41 Million - $5.92 Million	108,496 Added 494.67%	130,429 $6.94 Million
Q4 2024 Jan 14, 2025	BUY	$47.44 - $52.61 $26,092 - $28,935	550 Added 2.57%	21,933 $1.08 Million
Q3 2024 Oct 15, 2024	SELL	$45.78 - $49.84 $50,815 - $55,322	-1,110 Reduced 4.93%	21,383 $1.03 Million
Q2 2024 Jul 16, 2024	SELL	$46.2 - $48.98 $61,954 - $65,682	-1,341 Reduced 5.63%	22,493 $1.09 Million
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 - $43.96 $540,259 - $594,339	13,520 Added 9.35%	158,190 $6.53 Million
Q3 2022 Nov 14, 2022	BUY	$35.88 - $43.47 $403,757 - $489,167	11,253 Added 8.43%	144,670 $5.71 Million
Q2 2022 Aug 04, 2022	BUY	$35.66 - $43.89 $1.42 Million - $1.75 Million	39,852 Added 42.59%	133,417 $4.92 Million
Q1 2022 May 09, 2022	BUY	$36.07 - $40.74 $2.39 Million - $2.7 Million	66,182 Added 241.69%	93,565 $3.77 Million
Q4 2021 Feb 04, 2022	BUY	$32.8 - $39.01 $59,203 - $70,413	1,805 Added 7.06%	27,383 $958,000
Q3 2021 Nov 12, 2021	SELL	$32.94 - $39.22 $2.24 Million - $2.66 Million	-67,892 Reduced 72.64%	25,578 $902,000
Q2 2021 Aug 13, 2021	BUY	$33.53 - $41.32 $907,590 - $1.12 Million	27,068 Added 40.76%	93,470 $3.61 Million
Q1 2021 Apr 20, 2021	BUY	$27.14 - $34.7 $1.8 Million - $2.3 Million	66,402 New	66,402 $2.2 Million

Others Institutions Holding MLPA

# of Institutions

235

Shares Held

20M

Call Options Held

Put Options Held

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About GLOBAL X MLP ETF

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