Pinnacle Wealth Planning Services, Inc. ET Holdings History
Pinnacle Wealth Planning Services, Inc.'s Energy Transfer LP Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 3.65 Mil shares of Energy Transfer LP(ET), totaling $67.94 Mil. This investment constitutes 10.21% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0.11% of the outstanding Energy Transfer LP(ET) stock.
The initial trade took place in 2020Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 12 purchases of ET, at an average price of $8.44, for a total of 5.75 Mil shares. In addition, there have been 7 sales at an average price of $14.03 for 2.09 Mil shares. Based on historical transaction data and ET's current price of $17.47, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his ET holdings is $44.71 Mil, reflecting a 92.11% gain to date.
Pinnacle Wealth Planning Services, Inc. ET ($17.47) Holding Chart
Pinnacle Wealth Planning Services, Inc. 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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