Capital Asset Advisory Services LLC Alerian Energy Infrastructure Transaction History

Capital Asset Advisory Services LLC

$1.94 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$14.53 - $17.88 $28,624 - $35,223	-1,970 Closed	0 $0
Q4 2020 Mar 02, 2021	BUY	$12.25 - $15.9 $24,132 - $31,323	1,970 New	1,970 $29,000

Others Institutions Holding ENFR

# of Institutions

97

Shares Held

3.57M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

352K
Shares

$10.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

316K
Shares

$9.83 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

284K
Shares

$8.83 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

224K
Shares

$6.96 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

217K
Shares

$6.75 Million
0.01% of portfolio

About ALERIAN ENERGY INFRASTRUCTURE

Ticker ENFR
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