ML&R Wealth Management’s Enterprise Products Partners EPD Stock Holding History

ML&R 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 Q1	$517K	Buy	+17,704	New	+$486K	0.12%	41

Other funds holding EPD

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TCA

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

ML&R Wealth Management's EPD Position: Q1 2024 in Review

ML&R Wealth Management opened a new position in Enterprise Products Partners (EPD) in Q1 2024: 17,704 shares worth $517K. The stake represents 0.12% of the portfolio and ranks #41 among its holdings.

1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

ML&R Wealth Management held 17,704 shares of Enterprise Products Partners worth $517K as of Q1 2024.
Enterprise Products Partners was a new ML&R Wealth Management position in Q1 2024.
Enterprise Products Partners made up 0.12% of ML&R Wealth Management's portfolio in Q1 2024, its #41 holding.
1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.