A detailed history of Exencial Wealth Advisors, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 89,993 shares of ET stock, worth $1.48 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
89,993
Previous 89,489 0.56%
Holding current value
$1.48 Million
Previous $1.45 Million 0.48%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 31, 2024

BUY
$15.43 - $16.44 $7,776 - $8,285
504 Added 0.56%
89,993 $1.44 Million
Q2 2024

Aug 12, 2024

BUY
$15.1 - $16.25 $14,918 - $16,055
988 Added 1.12%
89,489 $1.45 Million
Q1 2024

May 10, 2024

BUY
$13.72 - $15.73 $639,420 - $733,096
46,605 Added 111.24%
88,501 $1.39 Million
Q4 2023

Feb 13, 2024

SELL
$13.02 - $14.03 $16,483 - $17,761
-1,266 Reduced 2.93%
41,896 $578,000
Q3 2023

Nov 08, 2023

BUY
$12.56 - $14.03 $7,850 - $8,768
625 Added 1.47%
43,162 $605,000
Q2 2023

Aug 10, 2023

SELL
$12.32 - $12.91 $321,872 - $337,286
-26,126 Reduced 38.05%
42,537 $540,000
Q1 2023

May 02, 2023

BUY
$11.62 - $13.5 $383 - $445
33 Added 0.05%
68,663 $856,000
Q4 2022

Feb 14, 2023

BUY
$11.34 - $12.77 $4,921 - $5,542
434 Added 0.64%
68,630 $813,000
Q3 2022

Nov 08, 2022

SELL
$9.54 - $22.82 $25,796 - $61,705
-2,704 Reduced 3.81%
68,196 $752,000
Q2 2022

Aug 11, 2022

BUY
$9.79 - $12.31 $38,572 - $48,501
3,940 Added 5.88%
70,900 $708,000
Q1 2022

May 12, 2022

BUY
$8.71 - $11.53 $2,569 - $3,401
295 Added 0.44%
66,960 $749,000
Q4 2021

Feb 10, 2022

BUY
$8.15 - $10.19 $6,976 - $8,722
856 Added 1.3%
66,665 $549,000
Q3 2021

Nov 04, 2021

BUY
$8.73 - $10.71 $141,993 - $174,198
16,265 Added 32.83%
65,809 $630,000
Q2 2021

Aug 16, 2021

BUY
$7.8 - $11.35 $4,992 - $7,264
640 Added 1.31%
49,544 $527,000
Q1 2021

May 06, 2021

SELL
$6.1 - $8.58 $3,904 - $5,491
-640 Reduced 1.29%
48,904 $376,000
Q4 2020

Feb 11, 2021

SELL
$5.11 - $7.01 $1.4 Million - $1.92 Million
-274,340 Reduced 84.7%
49,544 $306,000
Q3 2020

Nov 13, 2020

BUY
$5.42 - $7.15 $399,242 - $526,676
73,661 Added 29.44%
323,884 $1.76 Million
Q2 2020

Aug 17, 2020

BUY
$5.03 - $9.34 $94,604 - $175,666
18,808 Added 8.13%
250,223 $1.78 Million
Q4 2019

Feb 14, 2020

SELL
$11.16 - $13.14 $1,506 - $1,773
-135 Reduced 0.06%
231,415 $2.97 Million
Q3 2019

Nov 13, 2019

BUY
$13.02 - $15.1 $3.01 Million - $3.5 Million
231,550 New
231,550 $3.03 Million

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 $50.9B
  • 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
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