A detailed history of Wealth Trust Axiom LLC transactions in Alps ETF Tr Alerian Mlp ETF stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 11,090 shares of AMLP stock, worth $531,100. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,090
Previous 11,070 0.18%
Holding current value
$531,100
Previous $531,000 1.69%
% of portfolio
0.16%
Previous 0.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$44.66 - $49.15 $893 - $983
20 Added 0.18%
11,090 $522,000
Q2 2024

Aug 13, 2024

BUY
$45.03 - $48.19 $7,204 - $7,710
160 Added 1.47%
11,070 $531,000
Q1 2024

May 10, 2024

SELL
$42.49 - $47.46 $38,963 - $43,520
-917 Reduced 7.75%
10,910 $517,000
Q3 2023

Nov 02, 2023

SELL
$39.2 - $42.47 $7,840 - $8,494
-200 Reduced 1.66%
11,827 $499,000
Q2 2023

Aug 04, 2023

SELL
$37.31 - $39.69 $9,849 - $10,478
-264 Reduced 2.15%
12,027 $471,000
Q1 2023

May 02, 2023

BUY
$36.35 - $41.08 $18,175 - $20,540
500 Added 4.24%
12,291 $475,000
Q3 2022

Nov 02, 2022

BUY
$33.39 - $41.29 $16,695 - $20,645
500 Added 4.43%
11,791 $431,000
Q2 2022

Jul 27, 2022

BUY
$33.35 - $42.17 $137,068 - $173,318
4,110 Added 57.23%
11,291 $388,000
Q4 2021

Feb 02, 2022

SELL
$30.56 - $37.19 $14,057 - $17,107
-460 Reduced 6.02%
7,181 $235,000
Q3 2021

Oct 14, 2021

SELL
$31.16 - $36.97 $24,928 - $29,576
-800 Reduced 9.48%
7,641 $254,000
Q1 2021

Apr 14, 2021

SELL
$25.44 - $32.42 $36,099 - $46,003
-1,419 Reduced 14.39%
8,441 $257,000
Q4 2020

Feb 04, 2021

BUY
$19.83 - $28.37 $195,523 - $279,728
9,860 New
9,860 $253,000
Q3 2020

Oct 21, 2020

SELL
$19.5 - $25.98 $194,980 - $259,774
-9,999 Closed
0 $0
Q2 2020

Jul 31, 2020

BUY
$16.95 - $31.7 $169,483 - $316,968
9,999 New
9,999 $246,000

Others Institutions Holding AMLP

About ALPS ETF TR ALERIAN MLP ETF


  • Ticker AMLP
  • Sector ETFs
  • Industry ETFs
More about AMLP
Track This Portfolio

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trust Axiom LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.