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Glassman Wealth Services’s Global X MLP ETF MLPA Stock Holding History

Glassman Wealth Services’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-52
Closed -$2.23K – 2034
2023
Q2 		$2.23K Buy
+52
New +$2.19K ﹤0.01% 1211

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Glassman Wealth Services's MLPA Position: Q3 2023 in Review

Glassman Wealth Services sold out of Global X MLP ETF (MLPA) in Q3 2023, closing a stake of 52 shares — an estimated $2.23K sold.

Glassman Wealth Services first reported a position in MLPA in Q2 2023 and held it in 1 quarter. The position peaked at $2.23K in Q2 2023. 183 funds tracked by Wall St. Rank hold MLPA as of Q3 2023.

  • Glassman Wealth Services reported no remaining Global X MLP ETF position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 52 Global X MLP ETF shares in Q3 2023, an estimated $2.23K.
  • Glassman Wealth Services first reported a position in Global X MLP ETF in Q2 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Global X MLP ETF position peaked at $2.23K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.