Strata Wealth Advisors »

Energy Transfer Equity shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Transfer Equity by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 13k 17.16

More positions owned by Strata Wealth Advisors

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Arista Networks Com Shs (ANET)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Strata Wealth Advisors

Top funds holding Energy Transfer Equity

ALPS Advisors
Morgan Stanley
Invesco
Goldman Sachs Group
Jpmorgan Chase & Co
Tortoise Capital Advisors
Blackstone Group
UBS Group
FMR
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
First Reserve GP XIII
Mirae Asset Global Etfs Holdings
Susquehanna International
Natixis

View all funds holding Energy Transfer Equity