Secure Asset Management’s DT Midstream DTM Stock Holding History

Secure Asset 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	$407K	Sell	3,024 -660	-18%	-$86.1K	0.06%	205
2025 Q4	$441K	Buy	3,684 +253	+7%	+$29.1K	0.07%	207
2025 Q3	$391K	Buy	3,431 +7	+0.2%	+$732	0.06%	215
2025 Q2	$376K	Buy	3,424 +954	+39%	+$96.6K	0.07%	223
2025 Q1	$238K	Buy	2,470 +157	+7%	+$15.7K	0.05%	266
2024 Q4	$230K	Buy	+2,313	New	+$220K	0.03%	294
2024 Q1	–	Sell	-4,245	Closed	-$233K	–	234
2023 Q4	$233K	Buy	4,245 +60	+1%	+$3.3K	0.06%	201
2023 Q3	$221K	Buy	+4,185	New	+$218K	0.07%	195
2023 Q1	–	Sell	-3,918	Closed	-$216K	–	192
2022 Q4	$216K	Buy	+3,918	New	+$224K	0.08%	184

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