Modern Wealth Management’s DT Midstream DTM Stock Holding History

Modern Wealth Management’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
2025 Q2	$764K	Buy
2025 Q1	$607K	Sell
2024 Q4	$632K	Buy
2024 Q3	$467K	Sell
2024 Q2	$425K	Buy
2024 Q1	$307K	Buy
2023 Q4	$272K	Buy