Energy Transfer Equity shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $252k | 13k | 19.59 |
| 2024-09-30 | $197k | 12k | 16.05 |
| 2024-06-30 | $210k | 13k | 16.22 |
| 2024-03-31 | $201k | 13k | 15.73 |
| 2023-12-31 | $174k | 13k | 13.80 |
| 2023-09-30 | $198k | 14k | 14.03 |
| 2023-06-30 | $155k | 12k | 12.70 |
| 2023-03-31 | $150k | 12k | 12.47 |
| 2022-12-31 | $141k | 12k | 11.87 |
| 2022-09-30 | $137k | 12k | 11.07 |
| 2022-06-30 | $127k | 13k | 10.00 |
| 2022-03-31 | $133k | 12k | 11.17 |
| 2021-12-31 | $86k | 10k | 8.25 |
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