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Energy Transfer Equity shares owned by Fermata Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Fermata Advisors from 13F filings

Historical chart of Fermata Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 15k 16.05
2024-06-30 $224k 14k 16.22

More positions owned by Fermata Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)

View all positions for Fermata Advisors

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Invesco
Morgan Stanley
Bank of America Corporation
Tortoise Capital Advisors
Jpmorgan Chase & Co
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
Mirae Asset Global Etfs Holdings
Abrams Capital Management
ClearBridge Advisors
Neuberger Berman Group
Chickasaw Capital Management

View all funds holding Energy Transfer Equity