GoalVest Advisory »

Energy Transfer Equity shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Transfer Equity by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4k 583 16.05
2022-06-30 $4.0k 439 9.11

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Nyse Technology Etf Etf (XNTK)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Nvidia Corporation Stock (NVDA)
Vanguard Russell 2000 Etf Etf (VTWO)
Jpmorgan Chase & Co Stock (JPM)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

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