MWM
DTM icon

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
2026
Q1 		$1.06M Buy
7,923
+362
+5% +$47.2K 0.02% 413
2025
Q4 		$905K Buy
7,561
+894
+13% +$103K 0.02% 420
2025
Q3 		$754K Sell
6,667
-283
-4% -$29.6K 0.01% 438
2025
Q2 		$764K Buy
6,950
+656
+10% +$66.4K 0.02% 406
2025
Q1 		$607K Sell
6,294
-58
-0.9% -$5.8K 0.02% 381
2024
Q4 		$632K Buy
6,352
+409
+7% +$38.9K 0.02% 325
2024
Q3 		$467K Sell
5,943
-38
-0.6% -$2.83K 0.03% 264
2024
Q2 		$425K Buy
5,981
+950
+19% +$62.4K 0.03% 246
2024
Q1 		$307K Buy
5,031
+63
+1% +$3.51K 0.03% 237
2023
Q4 		$272K Buy
+4,968
New +$274K 0.03% 155

Other funds holding DTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
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
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
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