Liberty Wealth Management LLC Global X Mlp & Energy Infrastr Transaction History

Liberty Wealth Management LLC

$504 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$59.6 - $67.2 $5.32 Million - $6 Million	89,271 New	89,271 $5.7 Million

Others Institutions Holding MLPX

# of Institutions

329

Shares Held

29.8M

Call Options Held

211K

Put Options Held

33.8K

Morgan Stanley New York, NY

9.33M
Shares

$565 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.17M
Shares

$131 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.4M
Shares

$85.1 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

994K
Shares

$60.2 Million
0.01% of portfolio
Rational Advisors LLC Huntington, NY

825K
Shares

$50 Million
6.19% of portfolio

About GLOBAL X MLP & ENERGY INFRASTR

Ticker MLPX
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