Dechtman Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Dechtman Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$324K	Buy	10,339 +173	+2%	+$5.31K	0.06%	50
2024 Q3	$296K	Buy	10,166 +181	+2%	+$5.29K	0.06%	51
2024 Q2	$289K	Buy	9,985 +174	+2%	+$4.99K	0.06%	48
2024 Q1	$286K	Buy	9,811 +183	+2%	+$5.03K	0.07%	49
2023 Q4	$253K	Buy	9,628 +179	+2%	+$4.77K	0.07%	47
2023 Q3	$259K	Buy	9,449 +173	+2%	+$4.63K	0.08%	44
2023 Q2	$244K	Buy	+9,276	New	+$242K	0.07%	46

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dechtman Wealth Management's EPD Position: Q4 2024 in Review

Dechtman Wealth Management increased its Enterprise Products Partners (EPD) stake by 1.7% in Q4 2024, buying an estimated $5.31K and bringing the position to 10,339 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #50.

Dechtman Wealth Management first reported a position in EPD in Q2 2023 and has held it in 7 quarters since. 1,443 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Dechtman Wealth Management held 10,339 shares of Enterprise Products Partners worth $324K as of Q4 2024.
Dechtman Wealth Management bought 173 Enterprise Products Partners shares in Q4 2024, an estimated $5.31K.
Enterprise Products Partners made up 0.06% of Dechtman Wealth Management's portfolio in Q4 2024, its #50 holding.
Dechtman Wealth Management first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 7 quarters since.
1,443 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.