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Tyler-Stone Wealth Management’s Global X MLP ETF MLPA Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-21
Closed -$1.02K – 699
2024
Q2 		$1.02K Hold
21
– – ﹤0.01% 909
2024
Q1 		$1.01K Hold
21
– – ﹤0.01% 897
2023
Q4 		$930 Hold
21
– – ﹤0.01% 866
2023
Q3 		$1K Buy
+21
New +$920 ﹤0.01% 866

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Global X MLP ETF (MLPA) in Q3 2024, closing a stake of 21 shares — an estimated $1.02K sold.

Tyler-Stone Wealth Management first reported a position in MLPA in Q3 2023 and held it in 4 quarters. The position peaked at $1.02K in Q2 2024. 204 funds tracked by Wall St. Rank hold MLPA as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Global X MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 21 Global X MLP ETF shares in Q3 2024, an estimated $1.02K.
  • Tyler-Stone Wealth Management first reported a position in Global X MLP ETF in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Global X MLP ETF position peaked at $1.02K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2024.

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