Sound View Wealth Advisors Group, LLC Energy Transfer LP Transaction History

Sound View Wealth Advisors Group, LLC

$965 Million
Q2 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 43,450 shares of ET stock, worth $708,669. This represents 0.07% of its overall portfolio holdings.

Number of Shares

43,450

Previous 43,425 0.06%

Holding current value

$708,669

Previous $683,000 3.07%

% of portfolio

0.07%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$15.1 - $16.25 $377 - $406	25 Added 0.06%	43,450 $704,000
Q1 2024 May 09, 2024	SELL	$13.72 - $15.73 $90,510 - $103,770	-6,597 Reduced 13.19%	43,425 $683,000
Q4 2023 Feb 08, 2024	BUY	$13.02 - $14.03 $65,321 - $70,388	5,017 Added 11.15%	50,022 $690,000
Q3 2023 Nov 07, 2023	BUY	$12.56 - $14.03 $166,055 - $185,490	13,221 Added 41.6%	45,005 $631,000
Q2 2023 Aug 08, 2023	SELL	$12.32 - $12.91 $38,771 - $40,627	-3,147 Reduced 9.01%	31,784 $403,000
Q1 2023 May 12, 2023	BUY	$11.62 - $13.5 $160,019 - $185,908	13,771 Added 65.08%	34,931 $435,000
Q4 2022 Feb 08, 2023	BUY	$11.34 - $12.77 $5,477 - $6,167	483 Added 2.34%	21,160 $250,000
Q3 2022 Nov 08, 2022	BUY	$9.54 - $22.82 $2,070 - $4,951	217 Added 1.06%	20,677 $228,000
Q2 2022 Aug 05, 2022	BUY	$9.79 - $12.31 $11,816 - $14,858	1,207 Added 6.27%	20,460 $204,000
Q1 2022 May 11, 2022	BUY	$8.71 - $11.53 $31,861 - $42,176	3,658 Added 23.46%	19,253 $215,000
Q4 2021 Jan 20, 2022	BUY	$8.15 - $10.19 $24,450 - $30,570	3,000 Added 23.82%	15,595 $128,000
Q3 2021 Oct 21, 2021	BUY	$8.73 - $10.71 $5,447 - $6,683	624 Added 5.21%	12,595 $121,000
Q2 2021 Jul 21, 2021	SELL	$7.8 - $11.35 $2,870 - $4,176	-368 Reduced 2.98%	11,971 $127,000
Q1 2021 Apr 28, 2021	BUY	$6.1 - $8.58 $6,100 - $8,580	1,000 Added 8.82%	12,339 $95,000
Q4 2020 Feb 02, 2021	SELL	$5.11 - $7.01 $4,961 - $6,806	-971 Reduced 7.89%	11,339 $70,000
Q3 2020 Nov 09, 2020	BUY	$5.42 - $7.15 $271 - $357	50 Added 0.41%	12,310 $67,000
Q2 2020 Aug 07, 2020	BUY	$5.03 - $9.34 $4,260 - $7,910	847 Added 7.42%	12,260 $87,000
Q1 2020 May 12, 2020	SELL	$4.53 - $13.68 $11,433 - $34,528	-2,524 Reduced 18.11%	11,413 $53,000
Q4 2019 Jan 27, 2020	SELL	$11.16 - $13.14 $40,990 - $48,263	-3,673 Reduced 20.86%	13,937 $179,000
Q3 2019 Nov 07, 2019	BUY	$13.02 - $15.1 $39,971 - $46,357	3,070 Added 21.11%	17,610 $230,000
Q2 2019 Aug 07, 2019	BUY	$13.74 - $15.74 $199,779 - $228,859	14,540 New	14,540 $205,000

Others Institutions Holding ET

# of Institutions

1,192

Shares Held

1.09B

Call Options Held

26.3M

Put Options Held

8.42M

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 $50.3B
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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Sound View Wealth Advisors Group, LLC Energy Transfer LP Transaction History