Ep Wealth Advisors, LLC Energy Transfer LP Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 61,493 shares of ET stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

61,493

Previous 40,794 50.74%

Holding current value

$1.06 Million

Previous $661,000 49.17%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$15.43 - $16.44 $319,385 - $340,291	20,699 Added 50.74%	61,493 $986,000
Q2 2024 Aug 19, 2024	BUY	$15.1 - $16.25 $19,856 - $21,368	1,315 Added 3.33%	40,794 $661,000
Q1 2024 May 14, 2024	SELL	$13.72 - $15.73 $76,598 - $87,820	-5,583 Reduced 12.39%	39,479 $621,000
Q4 2023 Feb 28, 2024	BUY	$13.02 - $14.03 $184,857 - $199,197	14,198 Added 46.0%	45,062 $621,000
Q3 2023 Nov 22, 2023	BUY	$12.56 - $14.03 $262,051 - $292,721	20,864 Added 208.64%	30,864 $433,000
Q2 2023 Aug 14, 2023	BUY	$12.32 - $12.91 $107,122 - $112,252	8,695 Added 666.28%	10,000 $127,000
Q1 2023 Jun 05, 2023	SELL	$11.62 - $13.5 $228,181 - $265,099	-19,637 Reduced 93.77%	1,305 $16,000
Q4 2022 Jun 12, 2023	BUY	$11.34 - $12.77 $232,515 - $261,836	20,504 Added 1571.19%	21,809 $258,000
Q3 2022 Dec 02, 2022	BUY	$9.54 - $22.82 $86,155 - $206,087	9,031 Added 75.82%	20,942 $231,000
Q2 2022 Aug 11, 2022	SELL	$9.79 - $12.31 $22,233 - $27,956	-2,271 Reduced 16.01%	11,911 $119,000
Q1 2022 May 20, 2022	BUY	$8.71 - $11.53 $123,525 - $163,518	14,182 New	14,182 $159,000
Q1 2020 May 18, 2020	SELL	$4.53 - $13.68 $151,215 - $456,652	-33,381 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$11.16 - $13.14 $372,531 - $438,626	33,381 New	33,381 $428,000

Others Institutions Holding ET

# of Institutions

1,220

Shares Held

1.09B

Call Options Held

26.1M

Put Options Held

8.96M

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 $53.4B
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...

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Ep Wealth Advisors, LLC Energy Transfer LP Transaction History