Energy Transfer Equity shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 99k | 19.59 |
| 2024-09-30 | $1.5M | 94k | 16.06 |
| 2024-06-30 | $1.0M | 63k | 16.22 |
| 2024-03-31 | $765k | 49k | 15.73 |
| 2023-12-31 | $708k | 51k | 13.80 |
| 2023-06-30 | $598k | 47k | 12.70 |