Corient Private Wealth
AMJ

Corient Private Wealth’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Corient Private Wealth’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51,184
Closed -$1.46M – 2412
2024
Q1 		$1.46M Sell
51,184
-1,074
-2% -$28.9K ﹤0.01% 1178
2023
Q4 		$1.33M Buy
52,258
+3,551
+7% +$89.2K ﹤0.01% 1176
2023
Q3 		$1.2M Buy
48,707
+3,687
+8% +$88.2K ﹤0.01% 1128
2023
Q2 		$1.03M Sell
45,020
-76
-0.2% -$1.71K ﹤0.01% 1140
2023
Q1 		$1M Buy
+45,096
New +$1.02M ﹤0.01% 1087

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return