A detailed history of Holistic Planning, LLC transactions in Enterprise Products Partners L.P. stock. As of the latest transaction made, Holistic Planning, LLC holds 8,723 shares of EPD stock, worth $282,189. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,723
Previous 8,095 7.76%
Holding current value
$282,189
Previous $236 Million 7.5%
% of portfolio
0.11%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$27.88 - $30.0 $17,508 - $18,840
628 Added 7.76%
8,723 $254 Million
Q1 2024

May 01, 2024

SELL
$26.23 - $29.18 $12,695 - $14,123
-484 Reduced 5.64%
8,095 $236 Million
Q4 2023

Feb 14, 2024

BUY
$25.89 - $27.68 $222,110 - $237,466
8,579 New
8,579 $226 Million

Others Institutions Holding EPD

About ENTERPRISE PRODUCTS PARTNERS L.P.


  • Ticker EPD
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Midstream
  • Shares Outstandng 2,175,559,936
  • Market Cap $70.4B
  • Description
  • Enterprise Products Partners L.P. provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals, and refined products. The company operates through four segments: NGL Pipelines & Services, Crude Oil Pipelines & Services, Natural Gas Pipelines & Services, and Petroc...
More about EPD
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.