Walled Lake Planning & Wealth Management, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

$258 Million
Q1 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 4,185 shares of AMLP stock, worth $206,153. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,185

Previous 4,185 -0.0%

Holding current value

$206,153

Previous $201,000 7.96%

% of portfolio

0.08%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$46.48 - $51.32 $21,613 - $23,863	-465 Reduced 10.0%	4,185 $201,000
Q1 2024 May 13, 2024	BUY	$42.49 - $47.46 $197,578 - $220,689	4,650 New	4,650 $220,000
Q1 2021 May 17, 2021	SELL	$25.44 - $32.42 $5,418 - $6,905	-213 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$19.83 - $28.37 $3,985 - $5,702	-201 Reduced 48.55%	213 $5,000
Q3 2020 Nov 13, 2020	BUY	$19.5 - $25.98 $234 - $311	12 Added 2.99%	414 $8,000
Q2 2020 Aug 18, 2020	BUY	$16.95 - $31.7 $6,813 - $12,743	402 New	402 $10,000

Others Institutions Holding AMLP

# of Institutions

832

Shares Held

109M

Call Options Held

400K

Put Options Held

1.04M

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
Sector ETFs
Industry ETFs

More about AMLP

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Walled Lake Planning & Wealth Management, LLC Alps ETF Tr Alerian Mlp ETF Transaction History