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Lyell Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Lyell Wealth Management’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$220K Hold
4,500
– – 0.02% 205
2025
Q1 		$234K Hold
4,500
– – 0.02% 190
2024
Q4 		$217K Hold
4,500
– – 0.02% 194
2024
Q3 		$212K Hold
4,500
– – 0.02% 199
2024
Q2 		$216K Buy
+4,500
New +$216K 0.02% 194