Planned Solutions’s Energy Transfer Partners ET Stock Holding History

Planned Solutions’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 Q4	–	Sell	-2,931	Closed	-$47K	–	267
2024 Q3	$47K	Buy	+2,931	New	+$47.2K	0.02%	308
2024 Q1	–	Sell	-2,931	Closed	-$40.4K	–	228
2023 Q4	$40.4K	Buy	+2,931	New	+$39.8K	0.02%	304
2021 Q1	–	Sell	-5,851	Closed	-$36K	–	168
2020 Q4	$36K	Buy	5,851 +2,920	+100%	+$17.7K	0.03%	238
2020 Q3	$16K	Buy	+2,931	New	+$18.6K	0.02%	232

Other funds holding ET

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Planned Solutions's ET Position: Q4 2024 in Review

Planned Solutions sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 2,931 shares — an estimated $47K sold.

Planned Solutions first reported a position in ET in Q3 2020 and held it in 4 quarters. The position peaked at $47K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Planned Solutions reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 2,931 Energy Transfer Partners shares in Q4 2024, an estimated $47K.
Planned Solutions first reported a position in Energy Transfer Partners in Q3 2020 and held it in 4 quarters.
Planned Solutions's Energy Transfer Partners position peaked at $47K in Q3 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.