A detailed history of Lake Point Wealth Management transactions in Energy Transfer LP stock. As of the latest transaction made, Lake Point Wealth Management holds 17,177 shares of ET stock, worth $325,847. This represents 0.1% of its overall portfolio holdings.

Number of Shares
17,177
Previous 13,001 32.12%
Holding current value
$325,847
Previous $145,000 17.93%
% of portfolio
0.1%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022

BUY
$9.79 - $12.31 $40,883 - $51,406
4,176 Added 32.12%
17,177 $171,000
Q1 2022

May 17, 2022

SELL
$8.71 - $11.53 $55,090 - $72,927
-6,325 Reduced 32.73%
13,001 $145,000
Q4 2021

Feb 23, 2022

SELL
$8.15 - $10.19 $5,493 - $6,868
-674 Reduced 3.37%
19,326 $159,000
Q2 2021

Aug 04, 2021

BUY
$7.8 - $11.35 $39,000 - $56,750
5,000 Added 33.33%
20,000 $213,000
Q4 2019

Feb 13, 2020

BUY
$11.16 - $13.14 $164,487 - $193,670
14,739 Added 5647.13%
15,000 $192,000
Q1 2019

Aug 07, 2019

BUY
$13.25 - $15.62 $66 - $78
5 Added 1.95%
261 $4,000
Q4 2018

Feb 21, 2019

BUY
$11.8 - $18.09 $3,020 - $4,631
256 New
256 $3,000

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 $58.6B
  • 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 Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management 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 Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.