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Energy Transfer Equity shares owned by Sym Financial Corporation

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Sym Financial Corporation from 13F filings

Historical chart of Sym Financial Corporation investment in Energy Transfer Equity

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All positions including Energy Transfer Equity held by Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 15k 15.73
2023-12-31 $281k 20k 13.80
2023-09-30 $285k 20k 14.03
2023-06-30 $207k 16k 12.70

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Dow (DOW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
PIMCO Corporate Opportunity Fund (PTY)
Eli Lilly & Co. (LLY)
Blackrock Core Bd Tr Shs Ben Int (BHK)
Ishares Msci Gbl Min Vol (ACWV)

View all positions for Sym Financial Corporation

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
UBS Group
ClearBridge Advisors
Energy Income Partners
First Reserve GP XIII
Kayne Anderson Capital Advisors, L.p
Long Focus Capital Management
Abrams Capital Management
Susquehanna International
Neuberger Berman Group

View all funds holding Energy Transfer Equity