Energy Transfer Equity shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Energy Transfer Equity
Tip: Access up to 7 years of quarterly data
All positions including Energy Transfer Equity held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Transfer Equity by Visionary Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $520k | 38k | 13.80 |
2023-09-30 | $522k | 37k | 14.03 |
2023-06-30 | $460k | 36k | 12.70 |
2023-03-31 | $449k | 36k | 12.47 |
2022-12-31 | $423k | 36k | 11.87 |
2022-09-30 | $328k | 30k | 11.04 |
2022-06-30 | $254k | 26k | 9.97 |
2022-03-31 | $210k | 19k | 11.19 |
2021-12-31 | $108k | 13k | 8.23 |
2021-09-30 | $125k | 13k | 9.54 |
2021-06-30 | $119k | 11k | 10.67 |
2020-09-30 | $70k | 13k | 5.39 |
2020-06-30 | $75k | 11k | 7.14 |
2020-03-31 | $57k | 13k | 4.58 |