Sax Wealth Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,589 shares of AMLP stock, worth $727,070. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,589
Previous 7,239
115.35%
Holding current value
$727,070
Previous $375,000
102.93%
% of portfolio
0.05%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AMLP
# of Institutions
830Shares Held
111MCall Options Held
637KPut Options Held
402K-
Morgan Stanley New York, NY14.9MShares$695 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC8.45MShares$394 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY7.55MShares$352 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.27MShares$339 Million0.08% of portfolio
-
Proficio Capital Partners LLC Newton, MA3.37MShares$157 Million0.82% of portfolio