Energy Transfer Equity shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $252k | 16k | 15.73 |
| 2023-12-31 | $216k | 16k | 13.80 |
| 2023-09-30 | $222k | 16k | 14.03 |
| 2023-06-30 | $201k | 16k | 12.70 |
| 2023-03-31 | $198k | 16k | 12.47 |
| 2022-12-31 | $192k | 16k | 11.87 |
| 2022-09-30 | $182k | 17k | 11.03 |
| 2022-06-30 | $104k | 11k | 9.91 |
| 2021-12-31 | $77k | 9.4k | 8.23 |