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Energy Transfer Equity shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 14k 16.08
2024-06-30 $213k 13k 16.18
2024-03-31 $234k 15k 15.72
2023-12-31 $250k 18k 13.81
2023-09-30 $268k 19k 14.02

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG 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