Energy Transfer Equity shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 247k | 15.73 |
| 2023-12-31 | $3.2M | 233k | 13.80 |
| 2023-09-30 | $3.1M | 220k | 14.03 |
| 2023-06-30 | $1.9M | 147k | 12.70 |
| 2023-03-31 | $1.8M | 146k | 12.47 |
| 2022-12-31 | $1.8k | 152k | 0.01 |
| 2022-09-30 | $1.7M | 157k | 11.03 |
| 2022-06-30 | $1.5M | 153k | 9.98 |
| 2022-03-31 | $1.6M | 144k | 11.19 |
| 2021-12-31 | $1.2M | 140k | 8.23 |
| 2021-09-30 | $1.2M | 127k | 9.58 |
| 2021-06-30 | $1.3M | 124k | 10.63 |
| 2021-03-31 | $1.1M | 141k | 7.68 |
| 2020-12-31 | $799k | 129k | 6.18 |
| 2020-09-30 | $763k | 141k | 5.42 |
| 2020-06-30 | $1.2M | 167k | 7.12 |
| 2020-03-31 | $569k | 124k | 4.60 |
| 2019-12-31 | $1.7M | 129k | 12.83 |
| 2019-09-30 | $863k | 66k | 13.07 |
| 2019-06-30 | $938k | 67k | 14.07 |
| 2019-03-31 | $994k | 65k | 15.37 |
| 2018-12-31 | $852k | 65k | 13.21 |
| 2018-09-30 | $183k | 10k | 18.05 |
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