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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
2024-03-31 $609 38 16.05

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Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Russell 2000 Etf Iv Etf (VTWO)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Vanguard Mid Cap Value Etf Etf (VOE)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)
Vanguard Mid Cap Growth Etf Etf (VOT)
Pepsico Equity (PEP)

View all positions for Kiely Wealth Advisory Group

Top funds holding Energy Transfer Equity

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

View all funds holding Energy Transfer Equity