Redwood Wealth Management Group, LLC

Position in ET — Energy Transfer LP

CIK 1963839 MEDFORD, NJ

Position in ET

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$3,122,392

+$393,957 QoQ

Shares Held

161,782

-2.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.83%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Redwood Wealth Management Group, LLC holds $8,769,972 across 7 Oil & Gas Midstream names. ET ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	161,782	$3,122,392
2	KMI	Kinder Morgan, Inc.	89,181	$2,990,238
3	ENB	Enbridge Inc	16,538	$895,367
4	EPD	Enterprise Products Partners L.P.	17,130	$648,199
5	TRP	Tc Energy Corp	10,138	$634,638
6	DTM	DT Midstream, Inc.	1,850	$249,139
7	PAA	Plains All American Pipeline LP	10,300	$229,999

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,122,392	161,782	-2.2%	Shares	Sole	2026-04-24
2025-12-31	$2,728,435	165,460	-4.9%	Shares	Sole	2026-02-03
2025-09-30	$2,986,509	174,039	-2.5%	Shares	Sole	2025-10-24
2025-06-30	$3,235,842	178,480	-0.8%	Shares	Sole	2025-08-05
2025-03-31	$3,344,657	179,917	-1.4%	Shares	Sole	2025-04-21
2024-12-31	$3,575,253	182,504	-2.4%	Shares	Sole	2025-01-27
2024-09-30	$3,001,671	187,020	+48.9%	Shares	Sole	2024-11-13
2024-06-30	$2,037,167	125,596	-5.8%	Shares	Sole	2024-08-09
2024-03-31	$2,096,667	133,291	-3.1%	Shares	Sole	2024-05-07
2023-12-31	$1,897,375	137,491	+5.1%	Shares	Sole	2024-01-25
2023-09-30	$1,835,783	130,847	+0.5%	Shares	Sole	2023-10-18
2023-06-30	$1,652,714	130,135	+2.4%	Shares	Sole	2023-07-20
2023-03-31	$1,585,323	127,131	+4.9%	Shares	Sole	2023-04-19
2022-12-31	$1,438,287	121,170	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.