AssuredPartners Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,096
Closed -$262K 276
2025
Q1
$262K Buy
14,096
+235
+2% +$4.37K 0.05% 283
2024
Q4
$272K Buy
+13,861
New +$272K 0.05% 285