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Householder Group Estate & Retirement Specialist’s Global X MLP ETF MLPA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-569
Closed -$25.4K – 1259
2023
Q3 		$25.4K Buy
+569
New +$24.9K 0.01% 586

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MLPA Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Global X MLP ETF (MLPA) in Q4 2023, closing a stake of 569 shares — an estimated $25.4K sold.

Householder Group Estate & Retirement Specialist first reported a position in MLPA in Q3 2023 and held it in 1 quarter. The position peaked at $25.4K in Q3 2023. 208 funds tracked by Wall St. Rank hold MLPA as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Global X MLP ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 569 Global X MLP ETF shares in Q4 2023, an estimated $25.4K.
  • Householder Group Estate & Retirement Specialist first reported a position in Global X MLP ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Global X MLP ETF position peaked at $25.4K in Q3 2023.
  • 208 funds tracked by Wall St. Rank held Global X MLP ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.