Baker Tilly Wealth Management, LLC Energy Transfer LP Transaction History

Baker Tilly Wealth Management, LLC

$542 Million
Q1 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 14,854 shares of ET stock, worth $242,565. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,854

Previous 16,186 8.23%

Holding current value

$242,565

Previous $223,000 4.48%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$13.72 - $15.73 $18,275 - $20,952	-1,332 Reduced 8.23%	14,854 $233,000
Q4 2023 Jan 10, 2024	SELL	$13.02 - $14.03 $494 - $533	-38 Reduced 0.23%	16,186 $223,000
Q3 2023 Oct 10, 2023	SELL	$12.56 - $14.03 $12,622 - $14,100	-1,005 Reduced 5.83%	16,224 $227,000
Q2 2023 Jul 20, 2023	BUY	$12.32 - $12.91 $15,387 - $16,124	1,249 Added 7.82%	17,229 $218,000
Q1 2023 Apr 12, 2023	SELL	$11.62 - $13.5 $9,121 - $10,597	-785 Reduced 4.68%	15,980 $199,000

Q4 2022 Jan 26, 2023	SELL	$11.34 - $12.77 $5,885 - $6,627	-519 Reduced 3.0%	16,765 $0
Q3 2022 Oct 20, 2022	SELL	$9.54 - $22.82 $4,226 - $10,109	-443 Reduced 2.5%	17,284 $191,000
Q2 2022 Jul 28, 2022	SELL	$9.79 - $12.31 $86,651 - $108,955	-8,851 Reduced 33.3%	17,727 $177,000
Q1 2022 Apr 27, 2022	BUY	$8.71 - $11.53 $140,622 - $186,151	16,145 Added 154.75%	26,578 $297,000
Q4 2021 Feb 08, 2022	SELL	$8.15 - $10.19 $3,806 - $4,758	-467 Reduced 4.28%	10,433 $86,000
Q3 2021 Nov 02, 2021	SELL	$8.73 - $10.71 $7,699 - $9,446	-882 Reduced 7.49%	10,900 $104,000
Q2 2021 Jul 30, 2021	SELL	$7.8 - $11.35 $16,270 - $23,676	-2,086 Reduced 15.04%	11,782 $125,000
Q1 2021 Apr 28, 2021	SELL	$6.1 - $8.58 $235,429 - $331,145	-38,595 Reduced 73.57%	13,868 $107,000
Q4 2020 Feb 03, 2021	BUY	$5.11 - $7.01 $268,085 - $367,765	52,463 New	52,463 $324,000

Others Institutions Holding ET

# of Institutions

1,162

Shares Held

1.09B

Call Options Held

31.1M

Put Options Held

9.15M

View Full List

About Energy Transfer LP

Ticker ET
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 3,086,970,112
Market Cap $50.4B
Description
Energy Transfer LP provides energy-related services. The company owns and operates approximately 11,600 miles of natural gas transportation pipeline, and three natural gas storage facilities in Texas and two natural gas storage facilities located in the state of Texas and Oklahoma; and 19,830 miles of interstate natural gas pipeline. It also sel...

More about ET

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Energy Transfer LP Transaction History