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Energy Transfer Equity shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $264k 19k 14.03
2023-06-30 $482k 38k 12.70
2023-03-31 $462k 37k 12.47
2022-12-31 $430k 36k 11.87
2022-09-30 $391k 35k 11.04
2022-06-30 $344k 35k 9.98
2020-12-31 $256k 41k 6.18

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

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