Energy Transfer Equity shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Transfer Equity by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.2M | 297k | 14.03 |
| 2023-06-30 | $3.7M | 289k | 12.70 |
| 2023-03-31 | $3.6M | 290k | 12.47 |
| 2022-12-31 | $729k | 62k | 11.86 |
| 2022-09-30 | $541k | 49k | 11.04 |
| 2022-06-30 | $339k | 34k | 9.97 |
| 2022-03-31 | $331k | 30k | 11.18 |
| 2021-12-31 | $245k | 30k | 8.24 |
| 2021-09-30 | $283k | 30k | 9.59 |
| 2021-06-30 | $182k | 17k | 10.60 |
| 2021-03-31 | $111k | 14k | 7.69 |
| 2020-12-31 | $86k | 14k | 6.19 |
| 2020-09-30 | $58k | 11k | 5.39 |
| 2020-06-30 | $165k | 23k | 7.10 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts