Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s DT Midstream DTM Stock Holding History

Carson Wealth (CWM LLC)’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	$4.72M	Buy	35,063 +519	+2%	+$67.7K	0.01%	838
2025 Q4	$4.13M	Buy	34,544 +28,954	+518%	+$3.33M	0.01%	855
2025 Q3	$632K	Buy	5,590 +1,185	+27%	+$124K	﹤0.01%	1670
2025 Q2	$484K	Buy	4,405 +204	+5%	+$20.7K	﹤0.01%	1608
2025 Q1	$405K	Buy	4,201 +669	+19%	+$66.9K	﹤0.01%	1539
2024 Q4	$351K	Buy	3,532 +187	+6%	+$17.8K	﹤0.01%	1514
2024 Q3	$263K	Buy	3,345 +419	+14%	+$31.3K	﹤0.01%	1617
2024 Q2	$208K	Sell	2,926 -346	-11%	-$22.7K	﹤0.01%	1570
2024 Q1	$200K	Buy	3,272 +188	+6%	+$10.5K	﹤0.01%	1521
2023 Q4	$169K	Buy	3,084 +401	+15%	+$22.1K	﹤0.01%	1489
2023 Q3	$142K	Sell	2,683 -1,254	-32%	-$65.4K	﹤0.01%	1458
2023 Q2	$195K	Buy	3,937 +462	+13%	+$22.1K	﹤0.01%	1263
2023 Q1	$172K	Buy	3,475 +984	+40%	+$51K	﹤0.01%	1262
2022 Q4	$138K	Buy	2,491 +262	+12%	+$15K	﹤0.01%	1250
2022 Q3	$116K	Buy	2,229 +610	+38%	+$32.9K	﹤0.01%	1279
2022 Q2	$79K	Buy	+1,619	New	+$88.4K	﹤0.01%	1411
2022 Q1	–	Sell	-2,106	Closed	-$101K	–	3594
2021 Q4	$101K	Buy	+2,106	New	+$101K	﹤0.01%	1288

Other funds holding DTM

BlackRock New York $5.7T 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 $24.2B 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