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Financial Network Wealth Advisors’s DT Midstream DTM Stock Holding History

Financial Network Wealth 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
2024
Q4 		– Sell
-20
Closed -$1.57K – 585
2024
Q3 		$1.57K Buy
+20
New +$1.49K ﹤0.01% 692

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Financial Network Wealth Advisors's DTM Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of DT Midstream (DTM) in Q4 2024, closing a stake of 20 shares — an estimated $1.57K sold.

Financial Network Wealth Advisors first reported a position in DTM in Q3 2024 and held it in 1 quarter. The position peaked at $1.57K in Q3 2024. 582 funds tracked by Wall St. Rank hold DTM as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining DT Midstream position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 20 DT Midstream shares in Q4 2024, an estimated $1.57K.
  • Financial Network Wealth Advisors first reported a position in DT Midstream in Q3 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's DT Midstream position peaked at $1.57K in Q3 2024.
  • 582 funds tracked by Wall St. Rank held DT Midstream as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.