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

Primoris Wealth Advisors, LLC

$139 Million
Q3 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 34,305 shares of AMLP stock, worth $1.65 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

34,305

Previous 41,336 17.01%

Holding current value

$1.65 Million

Previous $1.98 Million 18.51%

% of portfolio

1.17%

Previous 1.58%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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

More about AMLP

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