Ownership history in WEALTH ALLIANCE, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in ALERIAN MLP ETF (AMLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 274,965 | -18,498 | -6.3% | 1.27% | $12.9M | $46.09 |
| 2025 Q3 | ADDED | 293,463 | +20,137 | +7.4% | 1.42% | $13.8M | $45.04 |
| 2025 Q2 | ADDED | 273,326 | +2,627 | +1.0% | 1.49% | $13.4M | $45.95 |
| 2025 Q1 | REDUCED | 270,699 | -18,994 | -6.6% | 1.70% | $14.1M | $47.89 |
| 2024 Q4 | ADDED | 289,693 | +47,781 | +19.8% | 1.67% | $14.0M | $43.57 |
| 2024 Q3 | ADDED | 241,912 | +12,671 | +5.5% | 1.36% | $11.4M | $41.80 |
| 2024 Q2 | ADDED | 229,241 | +16,579 | +7.8% | 1.42% | $11.0M | $41.69 |
| 2024 Q1 | ADDED | 212,662 | +25,219 | +13.5% | 1.32% | $10.1M | $40.43 |
| 2023 Q4 | ADDED | 187,443 | +11,972 | +6.8% | 1.12% | $8.0M | $35.49 |
| 2023 Q3 | REDUCED | 175,471 | -2,492 | -1.4% | 1.17% | $7.4M | $34.49 |
As of 2025 Q4 — sorted by position size