Congress Wealth Management LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 92,062 shares of AMLP stock, worth $4.57 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

92,062

Previous 99,989 7.93%

Holding current value

$4.57 Million

Previous $4.8 Million 9.57%

% of portfolio

0.06%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$44.66 - $49.15 $354,019 - $389,612	-7,927 Reduced 7.93%	92,062 $4.34 Million
Q2 2024 Aug 13, 2024	SELL	$45.03 - $48.19 $314,759 - $336,848	-6,990 Reduced 6.53%	99,989 $4.8 Million
Q1 2024 Apr 18, 2024	SELL	$42.49 - $47.46 $267,049 - $298,286	-6,285 Reduced 5.55%	106,979 $5.08 Million
Q4 2023 Feb 09, 2024	SELL	$40.49 - $44.3 $837,940 - $916,788	-20,695 Reduced 15.45%	113,264 $4.82 Million
Q3 2023 Oct 30, 2023	SELL	$39.2 - $42.47 $638,489 - $691,751	-16,288 Reduced 10.84%	133,959 $5.65 Million
Q2 2023 Jul 13, 2023	SELL	$37.31 - $39.69 $639,306 - $680,088	-17,135 Reduced 10.24%	150,247 $5.89 Million
Q1 2023 Apr 14, 2023	SELL	$36.35 - $41.08 $1.47 Million - $1.66 Million	-40,349 Reduced 19.42%	167,382 $6.47 Million
Q4 2022 Feb 02, 2023	BUY	$36.81 - $42.09 $7.65 Million - $8.74 Million	207,731 New	207,731 $7.91 Million

Others Institutions Holding AMLP

# of Institutions

719

Shares Held

91.6M

Call Options Held

329K

Put Options Held

456K

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Alps ETF Tr Alerian Mlp ETF Transaction History