Provence Wealth Management Group’s Alerian MLP ETF AMLP Stock Holding History

Provence Wealth Management Group’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$32K	Buy	753 +10	+1%	+$424	0.02%	239
2023 Q3	$31.3K	Buy	+743	New	+$30.5K	0.02%	227

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Provence Wealth Management Group's AMLP Position: Q4 2023 in Review

Provence Wealth Management Group increased its Alerian MLP ETF (AMLP) stake by 1.3% in Q4 2023, buying an estimated $424 and bringing the position to 753 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #239.

Provence Wealth Management Group first reported a position in AMLP in Q3 2023 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

Provence Wealth Management Group held 753 shares of Alerian MLP ETF worth $32K as of Q4 2023.
Provence Wealth Management Group bought 10 Alerian MLP ETF shares in Q4 2023, an estimated $424.
Alerian MLP ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #239 holding.
Provence Wealth Management Group first reported a position in Alerian MLP ETF in Q3 2023 and has held it in 2 quarters since.
609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.