Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ALERIAN ENERGY
-
Total 13F shares
-
3,280,540
-
Share change
-
+633,373
-
Total reported value
-
$102,569,458
-
Price per share
-
$31.15
-
Number of holders
-
90
-
Value change
-
+$20,140,949
-
Number of buys
-
51
-
Number of sells
-
21
Institutional Holders of ALPS ETF TR - ALERIAN ENERGY (ENFR) as of Q4 2024
As of 31 Dec 2024,
ALPS ETF TR - ALERIAN ENERGY (ENFR) was held by
90 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,280,540 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, RAYMOND JAMES FINANCIAL INC, Mariner, LLC, LPL Financial LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Sanctuary Advisors, LLC, WNY Asset Management, LLC, U.S. Capital Wealth Advisors, LLC, and Castle Rock Wealth Management, LLC.
This page lists
90
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.