FFWM
DKL icon

Future Financial Wealth Management’s Delek Logistics DKL Stock Holding History

Future Financial Wealth Management’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,600
Closed -$72.9K – 197
2025
Q3 		$72.9K Hold
1,600
– – 0.05% 214
2025
Q2 		$68.7K Hold
1,600
– – 0.05% 210
2025
Q1 		$69.2K Hold
1,600
– – 0.05% 200
2024
Q4 		$67.6K Hold
1,600
– – 0.05% 208
2024
Q3 		$70K Buy
+1,600
New +$65.4K 0.05% 215
2024
Q2 		– Sell
-1,600
Closed -$65.6K – 194
2024
Q1 		$65.6K Buy
+1,600
New +$70K 0.05% 227
2022
Q2 		– Sell
-1,600
Closed -$70K – 213
2022
Q1 		$70K Hold
1,600
– – 0.06% 227
2021
Q4 		$70K Buy
+1,600
New +$73.9K 0.06% 231

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.07B AUM 7.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return