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Legend Financial Advisors’s DT Midstream DTM Stock Holding History

Legend Financial 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
Q3 		– Sell
-32
Closed -$2.27K – 195
2024
Q2 		$2.27K Hold
32
– – ﹤0.01% 224
2024
Q1 		$1.96K Hold
32
– – ﹤0.01% 176
2023
Q4 		$1.75K Hold
32
– – ﹤0.01% 181
2023
Q3 		$1.69K Hold
32
– – ﹤0.01% 183
2023
Q2 		$1.59K Hold
32
– – ﹤0.01% 202
2023
Q1 		$1.58K Hold
32
– – ﹤0.01% 214
2022
Q4 		$1.77K Hold
32
– – ﹤0.01% 223
2022
Q3 		$1.66K Buy
+32
New +$1.73K ﹤0.01% 209

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return