AWE
MMP

Avidian Wealth Enterprises’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Avidian Wealth Enterprises’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,967
Closed -$324K – 503
2023
Q1 		$324K Buy
5,967
+59
+1% +$3.13K 0.02% 369
2022
Q4 		$297K Buy
5,908
+59
+1% +$2.99K 0.02% 363
2022
Q3 		$278K Buy
5,849
+59
+1% +$2.96K 0.02% 336
2022
Q2 		$277K Buy
5,790
+670
+13% +$33.4K 0.02% 370
2022
Q1 		$251K Buy
5,120
+60
+1% +$2.9K 0.02% 419
2021
Q4 		$235K Sell
5,060
-760
-13% -$35.9K 0.01% 453
2021
Q3 		$265K Buy
+5,820
New +$277K 0.02% 315
2019
Q4 		– Sell
-5,439
Closed -$360K – 243
2019
Q3 		$360K Buy
+5,439
New +$358K 0.06% 128

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Janus Henderson Group
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EIP
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Blackstone Inc
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return