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

Opal 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	-1,449	Closed	-$23.5K	–	511
2024 Q2	$23.5K	Buy	+1,449	New	+$22.8K	0.01%	469

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

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

Opal Wealth Advisors sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 1,449 shares — an estimated $23.5K sold.

Opal Wealth Advisors first reported a position in ET in Q2 2024 and held it in 1 quarter. The position peaked at $23.5K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Opal Wealth Advisors reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 1,449 Energy Transfer Partners shares in Q3 2024, an estimated $23.5K.
Opal Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Energy Transfer Partners position peaked at $23.5K in Q2 2024.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.