AssuredPartners Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
14,091
+1,628
+13% +$50.5K 0.11% 148
2025
Q1
$425K Buy
12,463
+207
+2% +$7.07K 0.08% 217
2024
Q4
$384K Buy
+12,256
New +$384K 0.07% 242