Williams Jones Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.6M Buy
2025
Q2
$8.1M Buy
2025
Q1
$8.45M Sell
2024
Q4
$8.11M Buy
2024
Q3
$7.61M Buy
2024
Q2
$7.67M Buy
2024
Q1
$1.52M Buy
2023
Q4
$1.11M Buy