Crewe Advisors’s DT Midstream DTM Stock Holding History

Crewe Advisors’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	$34.2K	Hold	254	–	–	﹤0.01%	418
2025 Q4	$30.4K	Hold	254	–	–	﹤0.01%	417
2025 Q3	$28.7K	Hold	254	–	–	﹤0.01%	441
2025 Q2	$27.9K	Hold	254	–	–	﹤0.01%	330
2025 Q1	$24.5K	Hold	254	–	–	﹤0.01%	327
2024 Q4	$25.3K	Hold	254	–	–	﹤0.01%	335
2024 Q3	$20K	Hold	254	–	–	﹤0.01%	402
2024 Q2	$18K	Hold	254	–	–	﹤0.01%	571
2024 Q1	$15.5K	Hold	254	–	–	﹤0.01%	538
2023 Q4	$13.9K	Hold	254	–	–	﹤0.01%	182
2023 Q3	$13.4K	Hold	254	–	–	﹤0.01%	223
2023 Q2	$12.6K	Hold	254	–	–	﹤0.01%	387
2023 Q1	$12.5K	Hold	254	–	–	﹤0.01%	505
2022 Q4	$14K	Sell	254 -53	-17%	-$3.03K	﹤0.01%	481
2022 Q3	$16K	Buy	307 +15	+5%	+$810	﹤0.01%	522
2022 Q2	$14K	Buy	292 +38	+15%	+$2.07K	﹤0.01%	511
2022 Q1	$14K	Hold	254	–	–	﹤0.01%	331
2021 Q4	$12K	Hold	254	–	–	﹤0.01%	308
2021 Q3	$12K	Buy	+254	New	+$11.1K	﹤0.01%	251

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