WR Wealth Planners »

Enterprise Products Partners shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Enterprise Products Partners (EPD) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Enterprise Products Partners

Tip: Access up to 7 years of quarterly data

All positions including Enterprise Products Partners held by WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $423k 15k 28.98
2024-03-31 $508k 17k 29.18
2023-12-31 $459k 17k 26.35
2023-09-30 $504k 18k 27.37
2023-06-30 $485k 18k 26.35
2023-03-31 $525k 20k 25.90

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Enterprise Products Partners

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

View all funds holding Enterprise Products Partners