Number of Shares
88,262.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
0.75%
Total Estimate Gain
$190,767.39
% of Total Estimate Gain
13.68%

Joseph P. Lucia & Associates, LLC's Energy Transfer LP Holding Summary

As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 88,262.00 shares of Energy Transfer LP(ET), totaling $1.64 Mil. This investment constitutes 0.75% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0% of the outstanding Energy Transfer LP(ET) stock.

The initial trade took place in 2020Q2. And since then Joseph P. Lucia & Associates, LLC has made 9 purchases of ET, at an average price of $15.51, for a total of 89,913.00 shares. In addition, there have been 4 sales at an average price of $12.91 for 1,651.00 shares. Based on historical transaction data and ET's current price of $17.72, Joseph P. Lucia & Associates, LLC's estimated gain on his ET holdings is $190,767.39, reflecting a 13.68% gain to date.

Joseph P. Lucia & Associates, LLC ET ($17.72) Holding Chart

Joseph P. Lucia & Associates, LLC ET ($17.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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