Oak Family Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Oak Family Advisors, LLC

$318 Million
Q3 2024

A detailed history of Oak Family Advisors, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Oak Family Advisors, LLC holds 20,355 shares of AMLP stock, worth $967,880. This represents 0.3% of its overall portfolio holdings.

Number of Shares

20,355

Previous 18,585 9.52%

Holding current value

$967,880

Previous $891,000 7.63%

% of portfolio

0.3%

Previous 0.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$44.66 - $49.15 $79,048 - $86,995	1,770 Added 9.52%	20,355 $959,000
Q2 2024 Jul 23, 2024	BUY	$45.03 - $48.19 $3,152 - $3,373	70 Added 0.38%	18,585 $891,000
Q1 2024 Apr 24, 2024	SELL	$42.49 - $47.46 $3,186 - $3,559	-75 Reduced 0.4%	18,515 $878,000
Q4 2023 Jan 30, 2024	BUY	$40.49 - $44.3 $11,013 - $12,049	272 Added 1.48%	18,590 $790,000
Q3 2023 Oct 20, 2023	SELL	$39.2 - $42.47 $3,920 - $4,247	-100 Reduced 0.54%	18,318 $773,000
Q2 2023 Aug 02, 2023	BUY	$37.31 - $39.69 $9,252 - $9,843	248 Added 1.36%	18,418 $722,000
Q1 2023 May 01, 2023	SELL	$36.35 - $41.08 $411,118 - $464,614	-11,310 Reduced 38.36%	18,170 $702,000
Q4 2022 Jan 27, 2023	SELL	$36.81 - $42.09 $1.85 Million - $2.11 Million	-50,141 Reduced 62.97%	29,480 $0
Q3 2022 Nov 10, 2022	SELL	$33.39 - $41.29 $756,884 - $935,961	-22,668 Reduced 22.16%	79,621 $2.91 Million
Q2 2022 Jul 29, 2022	BUY	$33.35 - $42.17 $1.16 Million - $1.46 Million	34,688 Added 51.31%	102,289 $3.52 Million
Q1 2022 May 03, 2022	BUY	$33.68 - $38.62 $2.28 Million - $2.61 Million	67,601 New	67,601 $2.59 Million

Others Institutions Holding AMLP

# of Institutions

723

Shares Held

91.9M

Call Options Held

329K

Put Options Held

456K

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
Sector ETFs
Industry ETFs

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Oak Family Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History