WealthPLAN Partners’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
Other funds holding AMLP
RA
WealthPLAN Partners's AMLP Position: Q3 2023 in Review
WealthPLAN Partners sold out of Alerian MLP ETF (AMLP) in Q3 2023, closing a stake of 300 shares — an estimated $11.8K sold.
WealthPLAN Partners first reported a position in AMLP in Q1 2015 and held it in 6 quarters. The position peaked at $267K in Q1 2015. 564 funds tracked by Wall St. Rank hold AMLP as of Q3 2023.
- WealthPLAN Partners reported no remaining Alerian MLP ETF position as of Q3 2023 after selling out during the quarter.
- WealthPLAN Partners sold 300 Alerian MLP ETF shares in Q3 2023, an estimated $11.8K.
- WealthPLAN Partners first reported a position in Alerian MLP ETF in Q1 2015 and held it in 6 quarters.
- WealthPLAN Partners's Alerian MLP ETF position peaked at $267K in Q1 2015.
- 564 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2023.
Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.