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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPD overviewAll 13F holders of EPDFull Q1 2023 holdings

Shares (Q1 2023)
114,952
Value
$2.98M
% of portfolio
0.7%
Quarters held
9
Since Q1 2021
Holdings of EPD by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2023114,952$2.98M0.7%+8,700+8.2%AddedHolders
Q4 2022106,252$2.56M0.6%+120+0.1%AddedHolders
Q3 2022106,132$2.52M0.7%00.0%UnchangedHolders
Q2 2022106,132$2.59M0.7%00.0%UnchangedHolders
Q1 2022106,132$2.74M0.6%00.0%UnchangedHolders
Q4 2021106,132$2.33M0.5%00.0%UnchangedHolders
Q3 2021106,132$2.30M0.5%00.0%UnchangedHolders
Q2 2021106,132$2.56M0.5%00.0%UnchangedHolders
Q1 2021106,132$2.34M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.