CIC Wealth, LLC

SEC CIK: 0001965909
Latest filing: Nov 8, 2024

SEC filings (opens in a new tab)

ET holding history

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

ET overview All 13F holders of ET Full Q3 2024 holdings

Shares (Q3 2024): 23,439
Value: $376.2K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2024

Holdings of ET by CIC Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	23,439	$376.2K	0.1%	+5,633+31.6%	Added	Holders
Q2 2024	17,806	$288.8K	0.1%	+6,101+52.1%	Added	Holders
Q1 2024	11,705	$184.1K	0.1%	+11,705	New	Holders