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

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 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 17,610 shares of AMLP stock, worth $826,789. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,610

Previous 15,589 12.96%

Holding current value

$826,789

Previous $761,000 8.54%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$46.51 - $50.07 $93,996 - $101,191	2,021 Added 12.96%	17,610 $826,000
Q2 2025 Jul 23, 2025	BUY	$45.07 - $52.57 $376,334 - $438,959	8,350 Added 115.35%	15,589 $761,000
Q1 2025 May 14, 2025	BUY	$48.65 - $53.06 $105,570 - $115,140	2,170 Added 42.81%	7,239 $375,000
Q4 2024 Jan 15, 2025	BUY	$46.48 - $51.32 $31,420 - $34,692	676 Added 15.39%	5,069 $244,000
Q3 2024 Oct 17, 2024	BUY	$44.66 - $49.15 $196,191 - $215,915	4,393 New	4,393 $207,000

Others Institutions Holding AMLP

# of Institutions

836

Shares Held

111M

Call Options Held

364K

Put Options Held

412K

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
Sector ETFs
Industry ETFs

More about AMLP

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