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

Primoris Wealth Advisors, LLC

  • $125 Million
  • Q1 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 29,138 shares of AMLP stock, worth $1.4 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
29,138
Previous 21,739 34.04%
Holding current value
$1.4 Million
Previous $924,000 49.57%
% of portfolio
1.11%
Previous 0.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
683
Shares Held
84.9M
Call Options Held
393K
Put Options Held
373K
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 Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, 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 Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email