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Energy Transfer Equity shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $840k 53k 15.75
2023-12-31 $734k 53k 13.80
2023-09-30 $744k 53k 14.03
2023-06-30 $673k 53k 12.70
2023-03-31 $628k 53k 11.86
2022-12-31 $583k 53k 11.02
2022-09-30 $584k 53k 11.04
2022-06-30 $528k 53k 9.98
2022-03-31 $516k 46k 11.18
2021-12-31 $380k 46k 8.23
2021-09-30 $446k 47k 9.59
2021-06-30 $498k 47k 10.62
2021-03-31 $360k 47k 7.68
2020-12-31 $39k 6.3k 6.18
2020-09-30 $42k 7.7k 5.46
2020-06-30 $61k 8.5k 7.15
2020-03-31 $49k 11k 4.60
2019-12-31 $133k 10k 12.86
2019-09-30 $199k 15k 13.06