Fortem Financial Group, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Fortem Financial Group, LLC

$252 Million
Q4 2024

A detailed history of Fortem Financial Group, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Fortem Financial Group, LLC holds 234,906 shares of AMLP stock, worth $12.3 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares

234,906

Previous 232,848 0.88%

Holding current value

$12.3 Million

Previous $11 Million 3.06%

% of portfolio

4.48%

Previous 4.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$46.48 - $51.32 $95,655 - $105,616	2,058 Added 0.88%	234,906 $11.3 Million
Q3 2024 Nov 12, 2024	BUY	$44.66 - $49.15 $94,723 - $104,247	2,121 Added 0.92%	232,848 $11 Million
Q2 2024 Aug 02, 2024	SELL	$45.03 - $48.19 $78,712 - $84,236	-1,748 Reduced 0.75%	230,727 $11.1 Million
Q1 2024 May 01, 2024	BUY	$42.49 - $47.46 $9.6 Million - $10.7 Million	225,918 Added 3445.45%	232,475 $11 Million
Q1 2023 Apr 21, 2023	SELL	$36.35 - $41.08 $37,113 - $41,942	-1,021 Reduced 13.47%	6,557 $253,000
Q1 2022 Apr 27, 2022	BUY	$33.68 - $38.62 $34,387 - $39,431	1,021 Added 15.57%	7,578 $290,000
Q4 2020 Jan 29, 2021	BUY	$19.83 - $28.37 $130,025 - $186,022	6,557 New	6,557 $168,000

Others Institutions Holding AMLP

# of Institutions

799

Shares Held

99.6M

Call Options Held

367K

Put Options Held

1.16M

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 Fortem Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortem Financial Group, LLC with notifications on news.

Account

Fortem Financial Group, LLC Alps ETF Tr Alerian Mlp ETF Transaction History