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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

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Quarterly reported holdings in Energy Transfer Equity by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
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 $5.3M 450k 11.87
2022-09-30 $8.9M 803k 11.06
2022-06-30 $4.8M 486k 9.98
2022-03-31 $2.9M 261k 11.18