A detailed history of Summit Financial Strategies, Inc. transactions in Energy Transfer LP stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 84,007 shares of ET stock, worth $1.38 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
84,007
Previous 84,007 -0.0%
Holding current value
$1.38 Million
Previous $1.36 Million 1.03%
% of portfolio
0.16%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

SELL
$12.32 - $12.91 $1,232 - $1,291
-100 Reduced 0.12%
84,007 $1.07 Million
Q1 2023

Apr 21, 2023

BUY
$11.62 - $13.5 $1,162 - $1,350
100 Added 0.12%
84,107 $1.05 Million
Q4 2020

Feb 05, 2021

BUY
$5.11 - $7.01 $429,275 - $588,889
84,007 New
84,007 $519,000

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 $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
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. 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 Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.