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Total Wealth Planning & Management’s Alerian MLP ETF AMLP Stock Holding History

Total Wealth Planning & Management’s Portfolio AMLP Stock Details AMLP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Buy
22,588
+1,432
+7% +$70K 0.89% 24
2025
Q1 		$1.1M Buy
21,156
+925
+5% +$48K 1.04% 21
2024
Q4 		$974K Buy
+20,231
New +$974K 0.88% 22