Endurance Wealth Management’s DT Midstream DTM Stock Holding History

Endurance Wealth Management’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
2023 Q2	$35K	Hold	700	–	–	﹤0.01%	377
2023 Q1	$35K	Hold	700	–	–	0.01%	382
2022 Q4	$39K	Hold	700	–	–	0.01%	357
2022 Q3	$36K	Hold	700	–	–	0.01%	359
2022 Q2	$34K	Hold	700	–	–	0.01%	365
2022 Q1	$38K	Hold	700	–	–	﹤0.01%	382
2021 Q4	$34K	Hold	700	–	–	﹤0.01%	392
2021 Q3	$32K	Buy	+700	New	+$30.6K	﹤0.01%	397

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Endurance Wealth Management's DTM Position: Q2 2023 in Review

Endurance Wealth Management held its DT Midstream (DTM) position steady in Q2 2023 at 700 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Endurance Wealth Management first reported a position in DTM in Q3 2021 and has held it in 8 quarters since. The position peaked at $39K in Q4 2022. 409 funds tracked by Wall St. Rank hold DTM as of Q2 2023.

Endurance Wealth Management held 700 shares of DT Midstream worth $35K as of Q2 2023.
Endurance Wealth Management left its DT Midstream share count unchanged in Q2 2023.
DT Midstream made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #377 holding.
Endurance Wealth Management first reported a position in DT Midstream in Q3 2021 and has held it in 8 quarters since.
Endurance Wealth Management's DT Midstream position peaked at $39K in Q4 2022.
409 funds tracked by Wall St. Rank held DT Midstream as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.