A detailed history of Summit Investment Advisory Services, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 6,766 shares of AMLP stock, worth $325,918. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,766
Previous 6,676 1.35%
Holding current value
$325,918
Previous $284 Million 13.12%
% of portfolio
0.19%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$42.49 - $47.46 $3,824 - $4,271
90 Added 1.35%
6,766 $321 Million
Q4 2023

Jan 18, 2024

BUY
$40.49 - $44.3 $3,684 - $4,031
91 Added 1.38%
6,676 $284 Million
Q3 2023

Oct 10, 2023

BUY
$39.2 - $42.47 $3,449 - $3,737
88 Added 1.35%
6,585 $278 Million
Q2 2023

Jul 26, 2023

SELL
$37.31 - $39.69 $373 - $396
-10 Reduced 0.15%
6,497 $255 Million
Q1 2023

Apr 17, 2023

SELL
$36.35 - $41.08 $18,792 - $21,238
-517 Reduced 7.36%
6,507 $252 Million
Q4 2022

Feb 02, 2023

BUY
$36.81 - $42.09 $258,553 - $295,640
7,024 New
7,024 $267 Million

Others Institutions Holding AMLP

About ALPS ETF TR ALERIAN MLP ETF


  • Ticker AMLP
  • Sector ETFs
  • Industry ETFs
More about AMLP
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, 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 Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.