Gradient Investments’s DT Midstream DTM Stock Holding History

Gradient Investments’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 Q2	$249K	Buy	+1,699	New	+$240K	﹤0.01%	426
2024 Q3	–	Sell	-91	Closed	-$6.46K	–	568
2024 Q2	$6.46K	Hold	91	–	–	﹤0.01%	814
2024 Q1	$5.56K	Sell	91 -763	-89%	-$42.5K	﹤0.01%	714
2023 Q4	$46.8K	Sell	854 -54	-6%	-$2.97K	﹤0.01%	556
2023 Q3	$48K	Sell	908 -71	-7%	-$3.7K	﹤0.01%	514
2023 Q2	$48.5K	Sell	979 -82	-8%	-$3.92K	﹤0.01%	510
2023 Q1	$52.4K	Sell	1,061 -255	-19%	-$13.2K	﹤0.01%	490
2022 Q4	$72.7K	Sell	1,316 -433	-25%	-$24.7K	﹤0.01%	436
2022 Q3	$91K	Buy	1,749 +300	+21%	+$16.2K	﹤0.01%	384
2022 Q2	$71K	Buy	1,449 +115	+9%	+$6.28K	﹤0.01%	420
2022 Q1	$72K	Hold	1,334	–	–	﹤0.01%	414
2021 Q4	$64K	Buy	1,334 +500	+60%	+$24K	﹤0.01%	439
2021 Q3	$39K	Buy	+834	New	+$36.5K	﹤0.01%	503

Other funds holding DTM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return