Miller Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Miller Wealth Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,424	Closed	-$71.8K	–	85
2024 Q2	$71.8K	Hold	4,424	–	–	0.04%	27
2024 Q1	$69.6K	Hold	4,424	–	–	0.04%	28
2023 Q4	$61.1K	Buy	+4,424	New	+$60.1K	0.04%	27
2023 Q1	–	Sell	-9,360	Closed	-$102K	–	64
2022 Q4	$102K	Buy	9,360 +4,424	+90%	+$53.1K	0.07%	24
2022 Q3	$49K	Hold	4,936	–	–	0.04%	41
2022 Q2	$49K	Hold	4,936	–	–	0.04%	28
2022 Q1	$55K	Hold	4,936	–	–	0.04%	27
2021 Q4	$41K	Buy	+4,936	New	+$44.9K	0.03%	32

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Miller Wealth Advisors's ET Position: Q3 2024 in Review

Miller Wealth Advisors sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 4,424 shares — an estimated $71.8K sold.

Miller Wealth Advisors first reported a position in ET in Q4 2021 and held it in 8 quarters. The position peaked at $102K in Q4 2022. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Miller Wealth Advisors reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
Miller Wealth Advisors sold 4,424 Energy Transfer Partners shares in Q3 2024, an estimated $71.8K.
Miller Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2021 and held it in 8 quarters.
Miller Wealth Advisors's Energy Transfer Partners position peaked at $102K in Q4 2022.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Miller Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.