Personal Cfo Solutions, LLC Energy Transfer LP Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 73,752 shares of ET stock, worth $1.22 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

73,752

Previous 58,814 25.4%

Holding current value

$1.22 Million

Previous $925,000 29.3%

% of portfolio

0.19%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$15.1 - $16.25 $225,563 - $242,742	14,938 Added 25.4%	73,752 $1.2 Million
Q1 2024 May 13, 2024	BUY	$13.72 - $15.73 $192 - $220	14 Added 0.02%	58,814 $925,000
Q4 2023 Feb 13, 2024	BUY	$13.02 - $14.03 $4,426 - $4,770	340 Added 0.58%	58,800 $811,000
Q3 2023 Nov 13, 2023	BUY	$12.56 - $14.03 $175 - $196	14 Added 0.02%	58,460 $820,000
Q2 2023 Aug 10, 2023	SELL	$12.32 - $12.91 $9,966 - $10,444	-809 Reduced 1.37%	58,446 $742,000
Q1 2023 May 09, 2023	BUY	$11.62 - $13.5 $116,629 - $135,499	10,037 Added 20.39%	59,255 $738,000
Q4 2022 Feb 14, 2023	BUY	$11.34 - $12.77 $11,476 - $12,923	1,012 Added 2.1%	49,218 $583,000
Q3 2022 Nov 01, 2022	BUY	$9.54 - $22.82 $1,717 - $4,107	180 Added 0.37%	48,206 $532,000
Q2 2022 Aug 05, 2022	BUY	$9.79 - $12.31 $97 - $123	10 Added 0.02%	48,026 $479,000
Q1 2022 May 02, 2022	BUY	$8.71 - $11.53 $92,282 - $122,160	10,595 Added 28.31%	48,016 $537,000
Q4 2021 Feb 11, 2022	SELL	$8.15 - $10.19 $21,214 - $26,524	-2,603 Reduced 6.5%	37,421 $308,000
Q3 2021 Nov 18, 2021	SELL	$8.73 - $10.71 $17,067 - $20,938	-1,955 Reduced 4.66%	40,024 $383,000
Q2 2021 Jul 22, 2021	SELL	$7.8 - $11.35 $7,737 - $11,259	-992 Reduced 2.31%	41,979 $446,000
Q1 2021 Apr 21, 2021	BUY	$6.1 - $8.58 $66,063 - $92,921	10,830 Added 33.7%	42,971 $330,000
Q4 2020 Feb 09, 2021	SELL	$5.11 - $7.01 $10,863 - $14,903	-2,126 Reduced 6.2%	32,141 $198,000
Q3 2020 Nov 02, 2020	SELL	$5.42 - $7.15 $11,116 - $14,664	-2,051 Reduced 5.65%	34,267 $0
Q2 2020 Aug 03, 2020	BUY	$5.03 - $9.34 $43,237 - $80,286	8,596 Added 31.01%	36,318 $259,000
Q1 2020 Apr 30, 2020	BUY	$4.53 - $13.68 $24,108 - $72,804	5,322 Added 23.76%	27,722 $128,000
Q4 2019 Feb 13, 2020	BUY	$11.16 - $13.14 $75,709 - $89,141	6,784 Added 43.44%	22,400 $287,000
Q3 2019 Nov 13, 2019	BUY	$13.02 - $15.1 $203,320 - $235,801	15,616 New	15,616 $131,000

Others Institutions Holding ET

# of Institutions

1,192

Shares Held

1.1B

Call Options Held

26.3M

Put Options Held

8.31M

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 $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...

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Personal Cfo Solutions, LLC Energy Transfer LP Transaction History