Heartwood Wealth Advisors LLC Alps ETF Tr Alerian Mlp ETF Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 60,693 shares of AMLP stock, worth $2.98 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
60,693
Previous 61,255
0.92%
Holding current value
$2.98 Million
Previous $2.89 Million
1.25%
% of portfolio
0.33%
Previous 0.32%
Shares
18 transactions
Others Institutions Holding AMLP
# of Institutions
725Shares Held
92MCall Options Held
329KPut Options Held
456K-
Morgan Stanley New York, NY12.3MShares$605 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY7.72MShares$380 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC7.08MShares$348 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.28MShares$259 Million0.06% of portfolio
-
Ubs Group Ag2.6MShares$128 Million0.03% of portfolio