Skip to main content

SAX WEALTH ADVISORS, LLC

Position in ET — Energy Transfer LP

CIK 1846150 PARSIPPANY, NJ

Position in ET

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$240,864
+$27,913 QoQ
Shares Held
12,480
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $686,491 across 2 Oil & Gas Midstream names.

# Ticker Company Shares Value (USD) Open

All Filings in ET

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $240,864 12,480
2025-12-31 $212,951 12,914