Independent Solutions Wealth Management, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	BUY	$39.2 - $42.47 $112,308 - $121,676	2,865 Added 28.12%	13,052 $551 Million
Q2 2023 Dec 19, 2024	BUY	$37.31 - $39.69 $76,634 - $81,523	2,054 Added 25.26%	10,187 $399 Million
Q1 2023 Dec 19, 2024	BUY	$36.35 - $41.08 $21,446 - $24,237	590 Added 7.82%	8,133 $314 Million
Q3 2022 Dec 19, 2024	BUY	$33.39 - $41.29 $251,860 - $311,450	7,543 New	7,543 $276 Million

Others Institutions Holding AMLP

# of Institutions

723

Shares Held

91.9M

Call Options Held

329K

Put Options Held

456K

Morgan Stanley New York, NY

12.3M
Shares

$589 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

7.72M
Shares

$370 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

7.08M
Shares

$339 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

5.28M
Shares

$253 Million
0.06% of portfolio
Ubs Group Ag

2.6M
Shares

$124 Million
0.03% of portfolio

View Full List

About ALPS ETF TR ALERIAN MLP ETF

Ticker AMLP
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