Smallwood Wealth Investment Management, LLC Global X Mlp & Energy Infrastr Transaction History
Smallwood Wealth Investment Management, LLC
- $185 Million
- Q3 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 176 shares of MLPX stock, worth $10,626. This represents 0.01% of its overall portfolio holdings.
Number of Shares
176
Previous 174
1.15%
Holding current value
$10,626
Previous $10,000
10.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding MLPX
# of Institutions
337Shares Held
30.7MCall Options Held
187KPut Options Held
41K-
Morgan Stanley New York, NY9.9MShares$598 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.41MShares$146 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$79.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$62.5 Million0.01% of portfolio
-
Rational Advisors LLC Huntington, NY808KShares$48.8 Million5.98% of portfolio