Summit Financial Wealth Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 305,127 shares of AMLP stock, worth $14.5 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

305,127

Previous 303,492 0.54%

Holding current value

$14.5 Million

Previous $14.6 Million 1.24%

% of portfolio

2.85%

Previous 3.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$44.66 - $49.15 $73,019 - $80,360	1,635 Added 0.54%	305,127 $14.4 Million
Q2 2024 Aug 12, 2024	BUY	$45.03 - $48.19 $62,996 - $67,417	1,399 Added 0.46%	303,492 $14.6 Million
Q1 2024 May 02, 2024	BUY	$42.49 - $47.46 $348,715 - $389,504	8,207 Added 2.79%	302,093 $14.3 Million
Q4 2023 Jan 19, 2024	BUY	$40.49 - $44.3 $144,508 - $158,106	3,569 Added 1.23%	293,886 $12.5 Million
Q3 2023 Nov 13, 2023	BUY	$39.2 - $42.47 $77,341 - $83,793	1,973 Added 0.68%	290,317 $12.3 Million
Q2 2023 Jul 12, 2023	BUY	$37.31 - $39.69 $57,942 - $61,638	1,553 Added 0.54%	288,344 $11.3 Million
Q1 2023 Apr 10, 2023	BUY	$36.35 - $41.08 $221,625 - $250,464	6,097 Added 2.17%	286,791 $11.1 Million
Q4 2022 Jan 17, 2023	BUY	$36.81 - $42.09 $10.1 Million - $11.6 Million	275,304 Added 5107.68%	280,694 $0
Q1 2022 May 06, 2022	BUY	$33.68 - $38.62 $181,535 - $208,161	5,390 New	5,390 $206,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Account

Summit Financial Wealth Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History