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

Walled Lake Planning & Wealth Management’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
2025
Q3 		– Sell
-4,185
Closed -$204K – 144
2025
Q2 		$204K Hold
4,185
– – 0.07% 134
2025
Q1 		$217K Hold
4,185
– – 0.08% 124
2024
Q4 		$202K Sell
4,185
-465
-10% -$22.4K 0.08% 126
2024
Q3 		$219K Hold
4,650
– – 0.08% 120
2024
Q2 		$223K Hold
4,650
– – 0.09% 105
2024
Q1 		$221K Buy
+4,650
New +$209K 0.09% 100
2021
Q1 		– Sell
-213
Closed -$5K – 312
2020
Q4 		$5K Sell
213
-201
-49% -$4.83K ﹤0.01% 244
2020
Q3 		$8K Buy
414
+12
+3% +$278 0.01% 223
2020
Q2 		$10K Buy
402
+12
+3% +$294 0.01% 195
2020
Q1 		$7K Buy
+390
New +$13.2K 0.01% 203

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return