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Alerian Mlp Etf etf shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Alerian Mlp Etf etf (AMLP) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Alerian Mlp Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Alerian Mlp Etf etf held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alerian Mlp Etf etf by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 61k 47.13
2024-06-30 $2.9M 60k 47.98
2024-03-31 $2.8M 59k 47.46
2023-12-31 $3.3M 77k 42.52
2023-09-30 $3.3M 78k 42.20
2023-06-30 $3.3M 84k 39.21
2023-03-31 $3.0M 78k 38.65
2022-12-31 $2.5M 67k 38.07
2022-09-30 $2.5M 70k 36.56
2022-06-30 $7.5M 217k 34.45
2022-03-31 $8.3M 218k 38.30
2021-12-31 $13M 397k 32.74
2021-09-30 $13M 390k 33.33
2021-06-30 $14M 381k 36.41
2021-03-31 $11M 347k 30.50
2020-06-30 $250k 10k 24.67