Heritage Wealth Advisors’s DT Midstream DTM Stock Holding History

Heritage 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
2026 Q1	$20.2K	Hold	150	–	–	﹤0.01%	440
2025 Q4	$18K	Hold	150	–	–	﹤0.01%	411
2025 Q3	$17K	Hold	150	–	–	﹤0.01%	391
2025 Q2	$16.5K	Hold	150	–	–	﹤0.01%	388
2025 Q1	$14.5K	Hold	150	–	–	﹤0.01%	400
2024 Q4	$14.9K	Hold	150	–	–	﹤0.01%	410
2024 Q3	$11.8K	Hold	150	–	–	﹤0.01%	433
2024 Q2	$10.7K	Hold	150	–	–	﹤0.01%	422
2024 Q1	$9.16K	Hold	150	–	–	﹤0.01%	444
2023 Q4	$8.22K	Hold	150	–	–	﹤0.01%	459
2023 Q3	$7.94K	Hold	150	–	–	﹤0.01%	418
2023 Q2	$7.44K	Hold	150	–	–	﹤0.01%	448
2023 Q1	$7.41K	Hold	150	–	–	﹤0.01%	459
2022 Q4	$8.29K	Hold	150	–	–	﹤0.01%	461
2022 Q3	$7.78K	Hold	150	–	–	﹤0.01%	435
2022 Q2	$7K	Sell	150 -87	-37%	-$4.75K	﹤0.01%	479
2022 Q1	$13K	Hold	237	–	–	﹤0.01%	421
2021 Q4	$11K	Hold	237	–	–	﹤0.01%	443
2021 Q3	$11K	Buy	+237	New	+$10.4K	﹤0.01%	435

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