Number of Shares
179,917.00
Current Holdings Value*
$3.34 Mil
% of Portfolio
2.73%
Total Estimate Gain
$800,279.87
% of Total Estimate Gain
30.14%

Redwood Wealth Management Group, LLC's Energy Transfer LP Holding Summary

As of 2025-03-31, Redwood Wealth Management Group, LLC held 179,917.00 shares of Energy Transfer LP(ET), totaling $3.34 Mil. This investment constitutes 2.73% of their stock portfolio, and Redwood Wealth Management Group, LLC now holds 0.01% of the outstanding Energy Transfer LP(ET) stock.

The initial trade took place in 2022Q4. And since then Redwood Wealth Management Group, LLC has made 5 purchases of ET, at an average price of $13.35, for a total of 198,915.00 shares. In addition, there have been 4 sales at an average price of $16.46 for 18,998.00 shares. Based on historical transaction data and ET's current price of $17.47, Redwood Wealth Management Group, LLC's estimated gain on his ET holdings is $800,279.87, reflecting a 30.14% gain to date.

Redwood Wealth Management Group, LLC ET ($17.47) Holding Chart

Redwood Wealth Management Group, 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 %

Top Ranked Articles

  • 1