Summit Financial Wealth Advisors, LLC Alps ETF Tr Alerian Mlp ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $441 Million
- Q1 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 302,093 shares of AMLP stock, worth $14.6 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
302,093
Previous 293,886
2.79%
Holding current value
$14.6 Million
Previous $12.5 Million
14.73%
% of portfolio
3.25%
Previous 3.21%
Shares
7 transactions
Others Institutions Holding AMLP
# of Institutions
683Shares Held
84.9MCall Options Held
393KPut Options Held
373K-
Morgan Stanley New York, NY10.7MShares$515 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY7.87MShares$379 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$299 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.35MShares$258 Million0.06% of portfolio
-
Ubs Group Ag2.71MShares$131 Million0.03% of portfolio