9258 Wealth Management’s Energy Transfer Partners ET Stock Holding History

9258 Wealth Management’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$752K	Hold	46,835	–	–	0.11%	151
2024 Q2	$760K	Buy	46,835 +100	+0.2%	+$1.57K	0.12%	145
2024 Q1	$735K	Hold	46,735	–	–	0.11%	152
2023 Q4	$645K	Buy	+46,735	New	+$635K	0.11%	155

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's ET Position: Q3 2024 in Review

9258 Wealth Management held its Energy Transfer Partners (ET) position steady in Q3 2024 at 46,835 shares worth $752K. The position accounts for 0.11% of the portfolio, ranked #151.

9258 Wealth Management first reported a position in ET in Q4 2023 and has held it in 4 quarters since. The position peaked at $760K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

9258 Wealth Management held 46,835 shares of Energy Transfer Partners worth $752K as of Q3 2024.
9258 Wealth Management left its Energy Transfer Partners share count unchanged in Q3 2024.
Energy Transfer Partners made up 0.11% of 9258 Wealth Management's portfolio in Q3 2024, its #151 holding.
9258 Wealth Management first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 4 quarters since.
9258 Wealth Management's Energy Transfer Partners position peaked at $760K in Q2 2024.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.