Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Jul 31, 2019

SELL
N/A
-320 Closed
0 $0
Q3 2018

Nov 15, 2018

SELL
N/A
-5,250 Reduced 94.25%
320 $9,000
Q2 2018

Aug 09, 2018

BUY
N/A
320 Added 6.1%
5,570 $148,000
Q1 2018

May 07, 2018

BUY
N/A
700 Added 15.38%
5,250 $126,000
Q4 2017

Jan 30, 2018

SELL
N/A
-1,000 Reduced 18.02%
4,550 $125,000
Q3 2017

Nov 09, 2017

BUY
N/A
5,550
5,550 $157,000

Others Institutions Holding AMJ

About JPMORGAN CHASE & CO ALERIAN ML


  • Ticker AMJ
  • Sector ETFs
  • Industry ETFs
More about AMJ
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.