LexAurum Advisors’s Enterprise Products Partners EPD Stock Holding History

LexAurum Advisors’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
2026 Q2	$283K	Sell	7,694 -290	-4%	-$10.9K	0.03%	346
2026 Q1	$302K	Buy	+7,984	New	+$283K	0.04%	318
2025 Q3	$253K	Sell	8,104 -800	-9%	-$25.2K	0.04%	326
2025 Q2	$276K	Buy	8,904 +5	+0.1%	+$156	0.04%	292
2025 Q1	$304K	Buy	8,899 +402	+5%	+$13.4K	0.06%	265
2024 Q4	$266K	Sell	8,497 -428	-5%	-$13.1K	0.05%	279
2024 Q3	$260K	Sell	8,925 -1,107	-11%	-$32.3K	0.06%	252
2024 Q2	$291K	Buy	10,032 +9	+0.1%	+$258	0.07%	228
2024 Q1	$292K	Buy	10,023 +24	+0.2%	+$659	0.07%	228
2023 Q4	$263K	Buy	9,999 +90	+0.9%	+$2.4K	0.07%	246
2023 Q3	$271K	Sell	9,909 -1,166	-11%	-$31.2K	0.08%	230
2023 Q2	$292K	Sell	11,075 -73	-0.7%	-$1.91K	0.09%	205
2023 Q1	$289K	Buy	11,148 +5	+0%	+$128	0.1%	197
2022 Q4	$269K	Buy	11,143 +47	+0.4%	+$1.16K	0.1%	197
2022 Q3	$264K	Buy	11,096 +4	+0%	+$103	0.1%	190
2022 Q2	$270K	Buy	11,092 +2,062	+23%	+$54.2K	0.1%	183
2022 Q1	$233K	Buy	+9,030	New	+$219K	0.08%	225

Other funds holding EPD

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return