CLA (CliftonLarsonAllen) Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Hold
2025
Q2
$566K Sell
2025
Q1
$582K Buy
2024
Q4
$612K Hold
2024
Q3
$501K Hold
2024
Q2
$507K Buy