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RGT Wealth Advisors, LLC

SEC CIK
0001689872
Latest filing
Nov 8, 2022

ET holding history

Energy Transfer LP in every 13F filed by RGT Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ET overviewAll 13F holders of ETFull Q3 2022 holdings

Shares (Q3 2022)
22,426
Value
$247.0K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of ET by RGT Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202222,426$247.0K<0.1%00.0%UnchangedHolders
Q2 202222,426$224.0K<0.1%00.0%UnchangedHolders
Q1 202222,426$251.0K<0.1%+9,426+72.5%AddedHolders
Q4 202113,000$107.0K<0.1%−15,100−53.7%ReducedHolders
Q3 202128,100$269.0K0.1%00.0%UnchangedHolders
Q2 202128,100$299.0K0.1%00.0%UnchangedHolders
Q1 202128,100$216.0K<0.1%––Holders

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