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Energy Transfer Equity shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in Energy Transfer Equity

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

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Quarterly reported holdings in Energy Transfer Equity by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 13k 16.05
2024-06-30 $211k 13k 16.22
2024-03-31 $196k 13k 15.73
2023-12-31 $168k 12k 13.80
2023-09-30 $167k 12k 14.03
2023-03-31 $142k 11k 12.47