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Energy Transfer Equity shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $258k 13k 20.09
2024-09-30 $219k 13k 17.04
2024-03-31 $609 38 16.05

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

Top funds holding Energy Transfer Equity

ALPS Advisors
Invesco
Goldman Sachs Group
Jpmorgan Chase & Co
Tortoise Capital Advisors
Blackstone Group
UBS Group
FMR
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
Natixis
Neuberger Berman Group
Susquehanna International

View all funds holding Energy Transfer Equity