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Energy Transfer Equity shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Energy Transfer Equity (ET) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Energy Transfer Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Energy Transfer Equity by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $303k 22k 13.80
2023-09-30 $308k 22k 14.03
2023-06-30 $273k 22k 12.70
2023-03-31 $268k 22k 12.47
2022-12-31 $255k 22k 11.87

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

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