Energy Transfer Equity shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Transfer Equity by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.0M | 167k | 18.03 |
| 2025-03-31 | $6.3M | 338k | 18.59 |
| 2024-12-31 | $13M | 681k | 19.59 |
| 2024-09-30 | $7.6M | 473k | 16.05 |
| 2024-06-30 | $7.7M | 472k | 16.22 |
| 2024-03-31 | $8.7M | 554k | 15.73 |
| 2023-12-31 | $7.3M | 526k | 13.80 |
| 2023-09-30 | $6.6M | 469k | 14.03 |
| 2023-06-30 | $5.3M | 415k | 12.70 |
| 2023-03-31 | $4.2M | 338k | 12.47 |
| 2022-12-31 | $5.4M | 455k | 11.87 |
| 2022-09-30 | $5.0M | 456k | 11.03 |
| 2022-06-30 | $4.8M | 486k | 9.98 |
| 2022-03-31 | $2.9M | 261k | 11.18 |