Independent Advisor Alliance Energy Transfer LP Transaction History

Independent Advisor Alliance

$2.74 Billion
Q1 2024

A detailed history of Independent Advisor Alliance transactions in Energy Transfer LP stock. As of the latest transaction made, Independent Advisor Alliance holds 246,567 shares of ET stock, worth $3.99 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

246,567

Previous 232,773 5.93%

Holding current value

$3.99 Million

Previous $3.21 Million 20.73%

% of portfolio

0.14%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$13.72 - $15.73 $189,253 - $216,979	13,794 Added 5.93%	246,567 $3.88 Million
Q4 2023 Feb 08, 2024	BUY	$13.02 - $14.03 $168,830 - $181,927	12,967 Added 5.9%	232,773 $3.21 Million
Q3 2023 Oct 24, 2023	BUY	$12.56 - $14.03 $920,271 - $1.03 Million	73,270 Added 50.0%	219,806 $3.08 Million
Q2 2023 Jul 28, 2023	BUY	$12.32 - $12.91 $2,895 - $3,033	235 Added 0.16%	146,536 $1.86 Million
Q1 2023 May 12, 2023	SELL	$11.62 - $13.5 $63,154 - $73,372	-5,435 Reduced 3.58%	146,301 $1.82 Million

Q4 2022 Feb 13, 2023	SELL	$11.34 - $12.77 $61,065 - $68,766	-5,385 Reduced 3.43%	151,736 $1.8 Million
Q3 2022 Nov 04, 2022	BUY	$9.54 - $22.82 $37,558 - $89,842	3,937 Added 2.57%	157,121 $1.73 Million
Q2 2022 Aug 04, 2022	BUY	$9.79 - $12.31 $87,875 - $110,494	8,976 Added 6.22%	153,184 $1.53 Million
Q1 2022 May 06, 2022	BUY	$8.71 - $11.53 $37,862 - $50,120	4,347 Added 3.11%	144,208 $1.61 Million
Q4 2021 Feb 11, 2022	BUY	$8.15 - $10.19 $105,240 - $131,583	12,913 Added 10.17%	139,861 $1.15 Million
Q3 2021 Nov 01, 2021	BUY	$8.73 - $10.71 $25,640 - $31,455	2,937 Added 2.37%	126,948 $1.22 Million
Q2 2021 Aug 12, 2021	SELL	$7.8 - $11.35 $128,918 - $187,592	-16,528 Reduced 11.76%	124,011 $1.32 Million
Q1 2021 May 14, 2021	BUY	$6.1 - $8.58 $68,466 - $96,301	11,224 Added 8.68%	140,539 $1.08 Million
Q4 2020 Feb 11, 2021	SELL	$5.11 - $7.01 $58,269 - $79,935	-11,403 Reduced 8.1%	129,315 $799,000
Q3 2020 Nov 04, 2020	SELL	$5.42 - $7.15 $141,131 - $186,178	-26,039 Reduced 15.61%	140,718 $763,000
Q2 2020 Aug 06, 2020	BUY	$5.03 - $9.34 $216,737 - $402,451	43,089 Added 34.84%	166,757 $1.19 Million
Q1 2020 May 14, 2020	SELL	$4.53 - $13.68 $26,115 - $78,865	-5,765 Reduced 4.45%	123,668 $569,000
Q4 2019 Feb 07, 2020	BUY	$11.16 - $13.14 $707,811 - $833,391	63,424 Added 96.08%	129,433 $1.66 Million
Q3 2019 Nov 12, 2019	SELL	$13.02 - $15.1 $8,306 - $9,633	-638 Reduced 0.96%	66,009 $863,000
Q2 2019 Aug 12, 2019	BUY	$13.74 - $15.74 $26,889 - $30,803	1,957 Added 3.03%	66,647 $938,000
Q1 2019 May 07, 2019	BUY	$13.25 - $15.62 $2,822 - $3,327	213 Added 0.33%	64,690 $994,000
Q4 2018 Feb 12, 2019	BUY	$11.8 - $18.09 $641,223 - $983,028	54,341 Added 536.12%	64,477 $852,000
Q3 2018 Nov 13, 2018	BUY	$17.05 - $18.97 $172,818 - $192,279	10,136 New	10,136 $183,000

Others Institutions Holding ET

# of Institutions

1,163

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 $49.9B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance Energy Transfer LP Transaction History