Exencial Wealth Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,226 shares of AMLP stock, worth $203,566. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,226
Holding current value
$203,566
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$42.49 - $47.46 $179,562 - $200,565
4,226 New
4,226 $200,000
Q4 2022

Feb 14, 2023
BUY
$36.81 - $42.09 $1,509 - $1,725
41 Added 0.18%
22,809 $868,000
Q3 2022

Nov 08, 2022
BUY
$33.39 - $41.29 $1,368 - $1,692
41 Added 0.18%
22,768 $832,000
Q2 2022

Aug 11, 2022
SELL
$33.35 - $42.17 $166 - $210
-5 Reduced 0.02%
22,727 $783,000
Q1 2022

May 12, 2022
SELL
$33.68 - $38.62 $2,492 - $2,857
-74 Reduced 0.32%
22,732 $871,000
Q4 2021

Feb 10, 2022
SELL
$30.56 - $37.19 $311,803 - $379,449
-10,203 Reduced 30.91%
22,806 $747,000
Q3 2021

Nov 04, 2021
BUY
$31.16 - $36.97 $1.03 Million - $1.22 Million
33,009 New
33,009 $1.23 Million
Q2 2021

Aug 16, 2021
SELL
$30.93 - $38.73 $707,090 - $885,406
-22,861 Closed
0 $0
Q1 2021

May 06, 2021
BUY
$25.44 - $32.42 $581,583 - $741,153
22,861 New
22,861 $697,000
Q4 2020

Feb 11, 2021
SELL
$19.83 - $28.37 $472,786 - $676,397
-23,842 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$19.5 - $25.98 $464,919 - $619,415
23,842 New
23,842 $476,000

Others Institutions Holding AMLP

# of Institutions
683
Shares Held
84.9M
Call Options Held
393K
Put Options Held
373K
View Full List

About ALPS ETF TR ALERIAN MLP ETF

AMLP Quotes by TradingView
  • Ticker AMLP
  • Sector ETFs
  • Industry ETFs
More about AMLP
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email