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Energy Transfer Equity shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

All positions including Energy Transfer Equity held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer Equity by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $168k 12k 13.80
2023-09-30 $167k 12k 14.03
2023-03-31 $142k 11k 12.47

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding Energy Transfer Equity

Blackstone Group
Goldman Sachs Group
ALPS Advisors
Morgan Stanley
Bank of America Corporation
UBS Group
Tortoise Capital Advisors
Jpmorgan Chase & Co
ClearBridge Advisors
Energy Income Partners
First Reserve GP XIII
FMR
Kayne Anderson Capital Advisors, L.p
Natixis
Abrams Capital Management

View all funds holding Energy Transfer Equity