Number of Shares
405,284.00
Current Holdings Value*
$7.22 Mil
% of Portfolio
1.74%
Total Estimate Gain
$482,882.40
% of Total Estimate Gain
7.14%

ORG Wealth Partners, LLC's Energy Transfer LP Holding Summary

As of 2025-06-30, ORG Wealth Partners, LLC held 405,284.00 shares of Energy Transfer LP(ET), totaling $7.22 Mil. This investment constitutes 1.74% of their stock portfolio, and ORG Wealth Partners, LLC now holds 0.01% of the outstanding Energy Transfer LP(ET) stock.

The initial trade took place in 2024Q3. And since then ORG Wealth Partners, LLC has made 2 purchases of ET, at an average price of $16.54, for a total of 408,712.00 shares. In addition, there have been 1 sales at an average price of $17.47 for 3,428.00 shares. Based on historical transaction data and ET's current price of $17.72, ORG Wealth Partners, LLC's estimated gain on his ET holdings is $482,882.40, reflecting a 7.14% gain to date.

ORG Wealth Partners, LLC ET ($17.72) Holding Chart

ORG Wealth Partners, 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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