LWM
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LongView Wealth Management’s Enterprise Products Partners EPD Stock Holding History

LongView Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$314K Buy
10,120
+186
+2% +$5.77K 0.1% 162
2025
Q1 		$339K Sell
9,934
-121
-1% -$4.13K 0.1% 154
2024
Q4 		$315K Buy
10,055
+2,177
+28% +$68.3K 0.1% 154
2024
Q3 		$229K Buy
+7,878
New +$229K 0.07% 183