Cyndeo Wealth Partners, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 106,694 shares of AMLP stock, worth $5.5 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

106,694

Previous 64,404 65.66%

Holding current value

$5.5 Million

Previous $3.04 Million 69.26%

% of portfolio

0.36%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$46.48 - $51.32 $1.97 Million - $2.17 Million	42,290 Added 65.66%	106,694 $5.14 Million
Q3 2024 Oct 18, 2024	BUY	$44.66 - $49.15 $94,009 - $103,460	2,105 Added 3.38%	64,404 $3.04 Million
Q2 2024 Jul 30, 2024	BUY	$45.03 - $48.19 $84,071 - $89,970	1,867 Added 3.09%	62,299 $2.99 Million
Q1 2024 Apr 16, 2024	BUY	$42.49 - $47.46 $587,976 - $656,751	13,838 Added 29.7%	60,432 $2.87 Million
Q4 2023 Jan 12, 2024	BUY	$40.49 - $44.3 $144,913 - $158,549	3,579 Added 8.32%	46,594 $1.98 Million
Q3 2023 Oct 10, 2023	BUY	$39.2 - $42.47 $6,899 - $7,474	176 Added 0.41%	43,015 $1.82 Million
Q2 2023 Jul 27, 2023	SELL	$37.31 - $39.69 $181,811 - $193,409	-4,873 Reduced 10.21%	42,839 $1.68 Million
Q1 2023 Apr 21, 2023	BUY	$36.35 - $41.08 $195,163 - $220,558	5,369 Added 12.68%	47,712 $1.84 Million
Q4 2022 Jan 25, 2023	BUY	$36.81 - $42.09 $1.56 Million - $1.78 Million	42,343 New	42,343 $0

Others Institutions Holding AMLP

# of Institutions

789

Shares Held

97.1M

Call Options Held

420K

Put Options Held

1.13M

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
Sector ETFs
Industry ETFs

More about AMLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Alps ETF Tr Alerian Mlp ETF Transaction History