Wealthspire Advisors, LLC Energy Transfer LP Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Energy Transfer LP stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 129,667 shares of ET stock, worth $2.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

129,667

Previous 129,808 0.11%

Holding current value

$2.45 Million

Previous $2.11 Million 1.14%

% of portfolio

0.02%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$15.43 - $16.44 $2,175 - $2,318	-141 Reduced 0.11%	129,667 $2.08 Million
Q1 2024 May 06, 2024	SELL	$13.72 - $15.73 $836,920 - $959,530	-61,000 Reduced 31.97%	129,808 $2.04 Million
Q4 2023 Feb 06, 2024	BUY	$13.02 - $14.03 $48,512 - $52,275	3,726 Added 1.99%	190,808 $2.63 Million
Q3 2023 Nov 06, 2023	SELL	$12.56 - $14.03 $120,199 - $134,267	-9,570 Reduced 4.87%	187,082 $2.62 Million
Q2 2023 Jul 31, 2023	BUY	$12.32 - $12.91 $400,732 - $419,923	32,527 Added 19.82%	196,652 $2.5 Million
Q1 2023 May 09, 2023	BUY	$11.62 - $13.5 $47,490 - $55,174	4,087 Added 2.55%	164,125 $2.05 Million
Q4 2022 Feb 13, 2023	BUY	$11.34 - $12.77 $680,400 - $766,200	60,000 Added 59.98%	160,038 $1.9 Million
Q3 2022 Nov 14, 2022	SELL	$9.54 - $22.82 $1.07 Million - $2.56 Million	-112,000 Reduced 52.82%	100,038 $1.1 Million
Q2 2022 Aug 09, 2022	SELL	$9.79 - $12.31 $427,646 - $537,725	-43,682 Reduced 17.08%	212,038 $2.12 Million
Q1 2022 May 09, 2022	BUY	$8.71 - $11.53 $158,487 - $209,799	18,196 Added 7.66%	255,720 $2.86 Million
Q4 2021 Feb 14, 2022	BUY	$8.15 - $10.19 $1.29 Million - $1.62 Million	158,760 Added 201.56%	237,524 $1.96 Million
Q3 2021 Nov 15, 2021	BUY	$8.73 - $10.71 $687,609 - $843,562	78,764 New	78,764 $755,000
Q1 2021 May 17, 2021	SELL	$6.1 - $8.58 $208,107 - $292,715	-34,116 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$5.11 - $7.01 $174,332 - $239,153	34,116 New	34,116 $211,000
Q2 2020 Aug 14, 2020	SELL	$5.03 - $9.34 $169,400 - $314,552	-33,678 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$4.53 - $13.68 $152,561 - $460,715	33,678 New	33,678 $155,000

Others Institutions Holding ET

# of Institutions

1,222

Shares Held

1.09B

Call Options Held

26.1M

Put Options Held

8.96M

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 $58.2B
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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Energy Transfer LP Transaction History