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Energy Transfer Equity shares owned by Archetype Wealth Partners

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Archetype Wealth Partners from 13F filings

Historical chart of Archetype Wealth Partners investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $42k 2.2k 19.39
2020-03-31 $68k 15k 4.58
2019-12-31 $191k 15k 12.85
2019-09-30 $194k 15k 13.06
2019-06-30 $209k 15k 14.07
2019-03-31 $228k 15k 15.34
2018-12-31 $196k 15k 13.19

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Gold Trust Etf (IAU)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard International High Dividend Yield Etf Etf (VYMI)
State Street Utilities Select Sector Spdr Etf Etf (XLU)

View all positions for Archetype Wealth Partners

Top funds holding Energy Transfer Equity

Morgan Stanley
ALPS Advisors
Goldman Sachs Group
Invesco
Tortoise Capital Advisors
Blackstone Group
UBS Group
Bank of America Corporation
Energy Income Partners
Kayne Anderson Capital Advisors, L.p
Mirae Asset Global Etfs Holdings
First Reserve GP XIII
FMR
Natixis
Westwood Holdings

View all funds holding Energy Transfer Equity