A detailed history of Westwood Wealth Management transactions in Energy Transfer LP stock. As of the latest transaction made, Westwood Wealth Management holds 15,500 shares of ET stock, worth $292,330. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,500
Previous 15,000 3.33%
Holding current value
$292,330
Previous $243,000 2.06%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$15.43 - $16.44 $7,715 - $8,220
500 Added 3.33%
15,500 $248,000
Q4 2023

Feb 12, 2024

BUY
$13.02 - $14.03 $26,040 - $28,060
2,000 Added 15.38%
15,000 $207,000
Q4 2022

Feb 14, 2023

BUY
$11.34 - $12.77 $147,420 - $166,010
13,000 New
13,000 $154,000

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 $58.2B
  • 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

Track Westwood Wealth Management Portfolio

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

News

Stay updated on Westwood Wealth Management with notifications on news.