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Energy Transfer Equity shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.6M 281k 16.22
2024-03-31 $4.4M 283k 15.73
2023-09-30 $1.1M 79k 14.03

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Global X Fds Russell 2000 (RYLD)
American Centy Etf Tr Avantis Us Small (AVSC)
Adams Express Company (ADX)
Zoetis Cl A (ZTS)
Zoominfo Technologies Common Stock (ZI)
Energy Transfer Com Ut Ltd Ptn (ET)
American Tower Reit (AMT)
Lululemon Athletica (LULU)
Ishares Tr Russell 2000 Etf (IWM)
Civitas Resources Com New (CIVI)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Energy Transfer Equity

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

View all funds holding Energy Transfer Equity