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Collaborative Wealth Management’s MPLX MPLX Stock Holding History

Collaborative Wealth Management’s Portfolio MPLX Stock Details MPLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,884
Closed -$217K – 182
2024
Q3 		$217K Hold
4,884
– – 0.1% 161
2024
Q2 		$208K Hold
4,884
– – 0.1% 157
2024
Q1 		$203K Buy
+4,884
New +$189K 0.1% 161

Other funds holding MPLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Collaborative Wealth Management's MPLX Position: Q4 2024 in Review

Collaborative Wealth Management sold out of MPLX (MPLX) in Q4 2024, closing a stake of 4,884 shares — an estimated $217K sold.

Collaborative Wealth Management first reported a position in MPLX in Q1 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 535 funds tracked by Wall St. Rank hold MPLX as of Q4 2024.

  • Collaborative Wealth Management reported no remaining MPLX position as of Q4 2024 after selling out during the quarter.
  • Collaborative Wealth Management sold 4,884 MPLX shares in Q4 2024, an estimated $217K.
  • Collaborative Wealth Management first reported a position in MPLX in Q1 2024 and held it in 3 quarters.
  • Collaborative Wealth Management's MPLX position peaked at $217K in Q3 2024.
  • 535 funds tracked by Wall St. Rank held MPLX as of Q4 2024.

Based on Collaborative Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.