Number of Shares
288,126.00
Current Holdings Value*
$5.22 Mil
% of Portfolio
2.72%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
58.69%

Old North State Wealth Management, LLC's Energy Transfer LP Holding Summary

As of 2025-06-30, Old North State Wealth Management, LLC held 288,126.00 shares of Energy Transfer LP(ET), totaling $5.22 Mil. This investment constitutes 2.72% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0.01% of the outstanding Energy Transfer LP(ET) stock.

The initial trade took place in 2021Q4. And since then Old North State Wealth Management, LLC has made 9 purchases of ET, at an average price of $10.49, for a total of 351,680.00 shares. In addition, there have been 5 sales at an average price of $12.95 for 63,554.00 shares. Based on historical transaction data and ET's current price of $17.47, Old North State Wealth Management, LLC's estimated gain on his ET holdings is $2.17 Mil, reflecting a 58.69% gain to date.

Old North State Wealth Management, LLC ET ($17.47) Holding Chart

Old North State Wealth Management, LLC ET ($17.47) 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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