Summit Investment Advisory Services, LLC Alps ETF Tr Alerian Mlp ETF Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,051 shares of AMLP stock, worth $364,959. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,051

Previous 6,957 1.35%

Holding current value

$364,959

Previous $328 Million 3.57%

% of portfolio

0.18%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$46.48 - $51.32 $4,369 - $4,824	94 Added 1.35%	7,051 $340 Million
Q3 2024 Oct 16, 2024	BUY	$44.66 - $49.15 $310,699 - $341,936	6,957 New	6,957 $328 Million
Q1 2024 Apr 18, 2024	BUY	$42.49 - $47.46 $3,824 - $4,271	90 Added 1.35%	6,766 $321 Million
Q4 2023 Jan 18, 2024	BUY	$40.49 - $44.3 $3,684 - $4,031	91 Added 1.38%	6,676 $284 Million
Q3 2023 Oct 10, 2023	BUY	$39.2 - $42.47 $3,449 - $3,737	88 Added 1.35%	6,585 $278 Million
Q2 2023 Jul 26, 2023	SELL	$37.31 - $39.69 $373 - $396	-10 Reduced 0.15%	6,497 $255 Million
Q1 2023 Apr 17, 2023	SELL	$36.35 - $41.08 $18,792 - $21,238	-517 Reduced 7.36%	6,507 $252 Million
Q4 2022 Feb 02, 2023	BUY	$36.81 - $42.09 $258,553 - $295,640	7,024 New	7,024 $267 Million

Others Institutions Holding AMLP

# of Institutions

733

Shares Held

92.8M

Call Options Held

329K

Put Options Held

456K

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 Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Account

Summit Investment Advisory Services, LLC Alps ETF Tr Alerian Mlp ETF Transaction History