AWM
Aprio Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
311,637
+150,791
| +94% | +$7.37M | 1.72% | 14 |
|
|
2025
Q1 | $8.35M | Buy |
160,846
+94,601
| +143% | +$4.91M | 1.05% | 22 |
|
|
2024
Q4 | $3.19M | Buy |
66,245
+19,813
| +43% | +$954K | 0.47% | 39 |
|
|
2024
Q3 | $2.19M | Buy |
46,432
+8,796
| +23% | +$415K | 0.35% | 46 |
|
|
2024
Q2 | $1.81M | Buy |
37,636
+16,850
| +81% | +$808K | 0.33% | 42 |
|
|
2024
Q1 | $987K | Buy |
+20,786
| New | +$987K | 0.19% | 65 |
|
|
2020
Q3 | – | Sell |
-37,000
| Closed | -$913K | – | 69 |
|
|
2020
Q2 | $913K | Buy |
+37,000
| New | +$913K | 0.88% | 24 |
|