Number of Shares
642,369.00
Current Holdings Value*
$11.94 Mil
% of Portfolio
1.78%
Total Estimate Gain
$-416,210.46
% of Total Estimate Gain
-3.54%

Turtle Creek Wealth Advisors, LLC's Energy Transfer LP Holding Summary

As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 642,369.00 shares of Energy Transfer LP(ET), totaling $11.94 Mil. This investment constitutes 1.78% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0.02% of the outstanding Energy Transfer LP(ET) stock.

The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 2 purchases of ET, at an average price of $18.09, for a total of 650,588.00 shares. In addition, there have been 3 sales at an average price of $16.02 for 8,219.00 shares. Based on historical transaction data and ET's current price of $17.47, Turtle Creek Wealth Advisors, LLC's estimated gain on his ET holdings is $-416,210.46, reflecting a -3.54% gain to date.

Turtle Creek Wealth Advisors, LLC ET ($17.47) Holding Chart

Turtle Creek Wealth Advisors, 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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