A detailed history of Concord Wealth Partners transactions in Energy Transfer LP stock. As of the latest transaction made, Concord Wealth Partners holds 13,312 shares of ET stock, worth $243,343. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,312
Previous 12,141 9.65%
Holding current value
$243,343
Previous $196,000 8.67%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 24, 2024

BUY
$15.43 - $16.44 $18,068 - $19,251
1,171 Added 9.65%
13,312 $213,000
Q2 2024

Jul 31, 2024

SELL
$15.1 - $16.25 $13,272 - $14,283
-879 Reduced 6.75%
12,141 $196,000
Q1 2024

Apr 30, 2024

BUY
$13.72 - $15.73 $1,509 - $1,730
110 Added 0.85%
13,020 $204,000
Q4 2023

Apr 30, 2024

SELL
$13.02 - $14.03 $10,923 - $11,771
-839 Reduced 6.1%
12,910 $178,000
Q4 2023

Feb 05, 2024

SELL
$13.02 - $14.03 $10,923 - $11,771
-839 Reduced 6.1%
12,910 $178,000
Q3 2023

Apr 30, 2024

BUY
$12.56 - $14.03 $10,537 - $11,771
839 Added 6.5%
13,749 $192,000
Q3 2023

Oct 25, 2023

BUY
$12.56 - $14.03 $2,373 - $2,651
189 Added 1.39%
13,749 $192,000
Q2 2023

Aug 07, 2023

BUY
$12.32 - $12.91 $85,414 - $89,505
6,933 Added 104.62%
13,560 $172,000
Q1 2023

Apr 26, 2023

BUY
$11.62 - $13.5 $267 - $310
23 Added 0.35%
6,627 $82,000
Q4 2022

Jan 27, 2023

BUY
$11.34 - $12.77 $74,889 - $84,333
6,604 New
6,604 $78,000
Q2 2022

Aug 04, 2022

BUY
$9.79 - $12.31 $166 - $209
17 Added 0.26%
6,565 $66,000
Q1 2022

Apr 20, 2022

BUY
$8.71 - $11.53 $130 - $172
15 Added 0.23%
6,548 $73,000
Q4 2021

Jan 21, 2022

BUY
$8.15 - $10.19 $7,343 - $9,181
901 Added 16.0%
6,533 $54,000
Q4 2020

Feb 16, 2021

BUY
$5.11 - $7.01 $28,779 - $39,480
5,632 New
5,632 $35,000

Others Institutions Holding ET

About Energy Transfer LP


  • Ticker ET
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Midstream
  • Shares Outstandng 3,086,970,112
  • Market Cap $56.4B
  • 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

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.