Primoris Wealth Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Primoris Wealth Advisors, LLC

$128 Million
Q4 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 39,212 shares of AMLP stock, worth $2.05 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

39,212

Previous 34,305 14.3%

Holding current value

$2.05 Million

Previous $1.62 Million 16.83%

% of portfolio

1.48%

Previous 1.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$46.48 - $51.32 $228,077 - $251,827	4,907 Added 14.3%	39,212 $1.89 Million
Q3 2024 Nov 01, 2024	SELL	$44.66 - $49.15 $314,004 - $345,573	-7,031 Reduced 17.01%	34,305 $1.62 Million
Q2 2024 Aug 01, 2024	BUY	$45.03 - $48.19 $549,275 - $587,821	12,198 Added 41.86%	41,336 $1.98 Million
Q1 2024 May 07, 2024	BUY	$42.49 - $47.46 $314,383 - $351,156	7,399 Added 34.04%	29,138 $1.38 Million
Q4 2023 Feb 15, 2024	BUY	$40.49 - $44.3 $880,212 - $963,037	21,739 New	21,739 $924,000

Others Institutions Holding AMLP

# of Institutions

795

Shares Held

99.6M

Call Options Held

367K

Put Options Held

1.16M

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
Sector ETFs
Industry ETFs

More about AMLP

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Primoris Wealth Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History