Energy Transfer Equity shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Transfer Equity by Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $163k | 10k | 15.73 |
2023-12-31 | $144k | 10k | 13.80 |
2019-09-30 | $132k | 10k | 13.13 |
2019-06-30 | $142k | 10k | 14.12 |
2019-03-31 | $155k | 10k | 15.41 |
2018-12-31 | $146k | 11k | 13.24 |