Energy Transfer Equity shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $257k | 16k | 16.05 |
| 2024-06-30 | $260k | 16k | 16.22 |
| 2024-03-31 | $252k | 16k | 15.73 |
| 2023-12-31 | $221k | 16k | 13.80 |
| 2023-09-30 | $225k | 16k | 14.03 |
| 2023-06-30 | $203k | 16k | 12.70 |
| 2023-03-31 | $200k | 16k | 12.47 |
| 2022-12-31 | $190k | 16k | 11.87 |
| 2022-09-30 | $176k | 16k | 11.00 |
| 2022-06-30 | $160k | 16k | 10.00 |
| 2022-03-31 | $179k | 16k | 11.19 |
| 2021-12-31 | $132k | 16k | 8.25 |