JFS Wealth Advisors’s DT Midstream DTM Stock Holding History

JFS 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 Q2	$14.6K	Buy	99 +1	+1%	+$141	﹤0.01%	854
2026 Q1	$13.2K	Buy	98 +6	+7%	+$783	﹤0.01%	851
2025 Q4	$11K	Buy	92 +23	+33%	+$2.64K	﹤0.01%	938
2025 Q3	$7.8K	Sell	69 -8	-10%	-$836	﹤0.01%	972
2025 Q2	$8.46K	Buy	77 +9	+13%	+$912	﹤0.01%	915
2025 Q1	$6.56K	Hold	68	–	–	﹤0.01%	1015
2024 Q4	$6.76K	Buy	68 +9	+15%	+$857	﹤0.01%	1001
2024 Q3	$4.64K	Buy	59 +2	+4%	+$149	﹤0.01%	1147
2024 Q2	$4.05K	Sell	57 -1	-2%	-$66	﹤0.01%	1154
2024 Q1	$3.54K	Sell	58 -9	-13%	-$501	﹤0.01%	1234
2023 Q4	$3.67K	Buy	67 +15	+29%	+$826	﹤0.01%	1177
2023 Q3	$2.75K	Buy	52 +17	+49%	+$887	﹤0.01%	1235
2023 Q2	$1.74K	Buy	35 +5	+17%	+$239	﹤0.01%	1433
2023 Q1	$1.48K	Sell	30 -6	-17%	-$311	﹤0.01%	1467
2022 Q4	$1.99K	Buy	36 +2	+6%	+$114	﹤0.01%	1375
2022 Q3	$2K	Buy	34 +9	+36%	+$486	﹤0.01%	1306
2022 Q2	$1K	Buy	25 +11	+79%	+$601	﹤0.01%	1507
2022 Q1	$1K	Buy	+14	New	+$729	﹤0.01%	1623

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

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return