Waverly Advisors’s Energy Transfer Partners ET Stock Holding History

Waverly Advisors’s Portfolio ET Stock Details ET Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$22.1M	Sell
2025 Q2	$23.8M	Buy
2025 Q1	$24.2M	Buy
2024 Q4	$7.51M	Buy
2024 Q3	$3.93M	Sell
2024 Q2	$4.03M	Buy
2024 Q1	$3.54M	Buy
2023 Q4	$3.07M	Buy