Jeppson Wealth Management, LLC Alps ETF Tr Alerian Mlp ETF Transaction History
Jeppson Wealth Management, LLC
- $312 Million
- Q3 2025
A detailed history of Jeppson Wealth Management, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 14,387 shares of AMLP stock, worth $675,469. This represents 0.22% of its overall portfolio holdings.
Number of Shares
14,387
Previous 14,386
0.01%
Holding current value
$675,469
Previous $702,000
3.85%
% of portfolio
0.22%
Previous 0.24%
Shares
21 transactions
Others Institutions Holding AMLP
# of Institutions
833Shares Held
111MCall Options Held
364KPut Options Held
412K-
Morgan Stanley New York, NY15MShares$706 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$390 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY7.61MShares$357 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.19MShares$338 Million0.07% of portfolio
-
Allen Investment Management LLC3.5MShares$164 Million1.9% of portfolio