Energy Transfer Equity shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Transfer Equity by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $744k | 40k | 18.59 |
| 2024-12-31 | $784k | 40k | 19.59 |
| 2024-09-30 | $642k | 40k | 16.05 |
| 2024-06-30 | $649k | 40k | 16.22 |