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Tyler-Stone Wealth Management’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Tyler-Stone Wealth Management’s Portfolio AMJB Stock Details AMJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$11.6K – 972
2024
Q2 		$11.6K Buy
+400
New +$11.3K ﹤0.01% 634

Other funds holding AMJB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Tyler-Stone Wealth Management's AMJB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Alerian MLP Index ETNs due January 28 2044 (AMJB) in Q3 2024, closing a stake of 400 shares — an estimated $11.6K sold.

Tyler-Stone Wealth Management first reported a position in AMJB in Q2 2024 and held it in 1 quarter. The position peaked at $11.6K in Q2 2024. 60 funds tracked by Wall St. Rank hold AMJB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Alerian MLP Index ETNs due January 28 2044 position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 400 Alerian MLP Index ETNs due January 28 2044 shares in Q3 2024, an estimated $11.6K.
  • Tyler-Stone Wealth Management first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Alerian MLP Index ETNs due January 28 2044 position peaked at $11.6K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.