Wealth Enhancement & Preservation Of Ga, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 19, 2022	SELL	$33.39 - $41.29 $321,011 - $396,962	-9,614 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	$33.35 - $42.17 $320,626 - $405,422	9,614 New	9,614 $336,000

Others Institutions Holding AMLP

# of Institutions

683

Shares Held

85M

Call Options Held

393K

Put Options Held

373K

Morgan Stanley New York, NY

10.7M
Shares

$519 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

7.87M
Shares

$382 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.22M
Shares

$302 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

5.35M
Shares

$260 Million
0.06% of portfolio
Ubs Group Ag

2.71M
Shares

$132 Million
0.03% of portfolio

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 Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account