Energy Transfer Equity shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in Energy Transfer Equity
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Quarterly reported holdings in Energy Transfer Equity by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $398k | 29k | 13.80 |
| 2023-12-31 | $398k | 29k | 13.80 |
| 2023-09-30 | $405k | 29k | 14.03 |
| 2023-06-30 | $366k | 29k | 12.70 |
| 2023-03-31 | $366k | 29k | 12.47 |
| 2022-12-31 | $342k | 29k | 11.87 |
| 2022-09-30 | $336k | 30k | 11.04 |
| 2022-06-30 | $304k | 30k | 9.99 |
| 2022-03-31 | $341k | 30k | 11.20 |
| 2021-12-31 | $251k | 30k | 8.25 |
| 2021-09-30 | $292k | 30k | 9.59 |
| 2021-06-30 | $324k | 30k | 10.64 |
| 2021-03-31 | $242k | 32k | 7.66 |
| 2020-12-31 | $195k | 32k | 6.18 |
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