Advisory Services Network’s DT Midstream DTM Stock Holding History

Advisory Services Network’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.84M	Sell	13,644 -1,524	-10%	-$199K	0.02%	688
2025 Q4	$1.82M	Sell	15,168 -557	-4%	-$64K	0.03%	639
2025 Q3	$1.78M	Buy	15,725 +80	+0.5%	+$8.36K	0.03%	631
2025 Q2	$1.61M	Buy	15,645 +1,360	+10%	+$138K	0.03%	633
2025 Q1	$1.38M	Buy	14,285 +117	+0.8%	+$11.7K	0.03%	639
2024 Q4	$1.41M	Buy	14,168 +1,494	+12%	+$142K	0.03%	607
2024 Q3	$900K	Hold	12,674	–	–	0.02%	756
2024 Q2	$900K	Sell	12,674 -420	-3%	-$27.6K	0.02%	756
2024 Q1	$800K	Sell	13,094 -1,547	-11%	-$86.1K	0.02%	774
2023 Q4	$802K	Sell	14,641 -66	-0.4%	-$3.63K	0.02%	722
2023 Q3	$778K	Buy	14,707 +10,038	+215%	+$524K	0.02%	729
2023 Q2	$231K	Buy	4,669 +944	+25%	+$45.2K	0.01%	1241
2023 Q1	$184K	Buy	3,725 +703	+23%	+$36.4K	0.01%	1340
2022 Q4	$167K	Buy	+3,022	New	+$173K	0.01%	1358

Other funds holding DTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return