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Energy Transfer Equity shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $513k 32k 16.22
2024-03-31 $528k 34k 15.73
2023-12-31 $489k 36k 13.80
2023-09-30 $503k 36k 14.03
2023-06-30 $455k 36k 12.70
2023-03-31 $447k 36k 12.47

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Energy Transfer Equity

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

View all funds holding Energy Transfer Equity