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Uptown Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Uptown Financial Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.49M Hold
48,051
– – 1.28% 16
2025
Q1 		$1.64M Hold
48,051
– – 1.67% 16
2024
Q4 		$1.51M Buy
+48,051
New +$1.51M 1.63% 16