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Avion Wealth’s DT Midstream DTM Stock Holding History

Avion Wealth’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 		$4K Sell
32
-4
-11% -$522 ﹤0.01% 703
2025
Q4 		$4K Buy
36
+4
+13% +$460 ﹤0.01% 698
2025
Q3 		$3K Hold
32
– – ﹤0.01% 739
2025
Q2 		$3K Sell
32
-8
-20% -$810 ﹤0.01% 714
2025
Q1 		$3K Hold
40
– – ﹤0.01% 628
2024
Q4 		$3K Buy
40
+8
+25% +$762 ﹤0.01% 626
2024
Q3 		$2K Hold
32
– – ﹤0.01% 668
2024
Q2 		$2K Hold
32
– – ﹤0.01% 603
2024
Q1 		$2K Hold
32
– – ﹤0.01% 663
2023
Q4 		$2K Hold
32
– – ﹤0.01% 550
2023
Q3 		$1K Hold
32
– – ﹤0.01% 605
2023
Q2 		$1K Buy
+32
New +$1.53K ﹤0.01% 557

Other funds holding DTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
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
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
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