Number of Shares
651,097.00
Current Holdings Value*
$12.10 Mil
% of Portfolio
1.22%
Total Estimate Gain
$3.30 Mil
% of Total Estimate Gain
27.48%

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's Energy Transfer LP Holding Summary

As of 2025-03-31, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC held 651,097.00 shares of Energy Transfer LP(ET), totaling $12.10 Mil. This investment constitutes 1.22% of their stock portfolio, and TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC now holds 0.02% of the outstanding Energy Transfer LP(ET) stock.

The initial trade took place in 2019Q4. And since then TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC has made 12 purchases of ET, at an average price of $11.73, for a total of 1.02 Mil shares. In addition, there have been 4 sales at an average price of $10.54 for 372,403.00 shares. Based on historical transaction data and ET's current price of $17.47, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's estimated gain on his ET holdings is $3.30 Mil, reflecting a 27.48% gain to date.

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC ET ($17.47) Holding Chart

TEXAS CAPITAL BANK WEALTH MANAGEMENT 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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