Mark Sheptoff Financial Planning, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 425 shares of AMLP stock, worth $20,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares
425
Previous 625 32.0%
Holding current value
$20,540
Previous $30,000 26.67%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$48.65 - $53.06 $9,730 - $10,612
-200 Reduced 32.0%
425 $22,000
Q4 2024

Feb 11, 2025
BUY
$46.48 - $51.32 $23,240 - $25,660
500 Added 400.0%
625 $30,000
Q3 2024

Nov 14, 2024
BUY
$44.66 - $49.15 $5,582 - $6,143
125 New
125 $5,000

Others Institutions Holding AMLP

# of Institutions
825
Shares Held
105M
Call Options Held
400K
Put Options Held
1.11M
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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email