TrueWealth Advisors »

Energy Transfer Equity shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $316k 16k 19.59
2024-09-30 $221k 14k 16.05
2024-06-30 $171k 11k 16.22

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Tidal Etf Tr Fundstrat Granny
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Defined (DRSK)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Servisfirst Bancshares (SFBS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for TrueWealth Advisors

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Invesco
Bank of America Corporation
Tortoise Capital Advisors
FMR
UBS Group
Jpmorgan Chase & Co
First Reserve GP XIII
Kayne Anderson Capital Advisors, L.p
Energy Income Partners
Mirae Asset Global Etfs Holdings
Abrams Capital Management
ClearBridge Advisors

View all funds holding Energy Transfer Equity