Summit Financial Strategies »

Enterprise Products Partners shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Enterprise Products Partners (EPD) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Enterprise Products Partners

Tip: Access up to 7 years of quarterly data

All positions including Enterprise Products Partners held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Enterprise Products Partners by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 7.2k 29.11
2024-06-30 $208k 7.2k 28.98
2024-03-31 $210k 7.2k 29.18

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Enterprise Products Partners

ALPS Advisors
Invesco
Morgan Stanley
American Century Companies
Goldman Sachs Group
Fayez Sarofim & Co
Blackstone Group
Neuberger Berman Group
Tortoise Capital Advisors
Bank of America Corporation
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
ClearBridge Advisors
Mirae Asset Global Etfs Holdings
BlackRock

View all funds holding Enterprise Products Partners