Sigma Planning Corp’s DT Midstream DTM Stock Holding History

Sigma Planning Corp’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	$2.21M	Sell	16,415 -398	-2%	-$51.9K	0.06%	315
2025 Q4	$2.01M	Buy	16,813 +1,280	+8%	+$147K	0.06%	335
2025 Q3	$1.76M	Sell	15,533 -3	-0%	-$314	0.05%	356
2025 Q2	$1.71M	Sell	15,536 -4,748	-23%	-$481K	0.05%	343
2025 Q1	$1.96M	Buy	20,284 +1,062	+6%	+$106K	0.06%	291
2024 Q4	$1.91M	Buy	19,222 +1,466	+8%	+$140K	0.06%	294
2024 Q3	$1.4M	Sell	17,756 -353	-2%	-$26.3K	0.04%	391
2024 Q2	$1.29M	Buy	18,109 +1,798	+11%	+$118K	0.04%	408
2024 Q1	$997K	Buy	+16,311	New	+$908K	0.03%	506
2023 Q4	–	Sell	-16,343	Closed	-$865K	–	930
2023 Q3	$865K	Buy	16,343 +4,448	+37%	+$232K	0.03%	510
2023 Q2	$590K	Sell	11,895 -6,434	-35%	-$308K	0.02%	665
2023 Q1	$905K	Buy	18,329 +4,416	+32%	+$229K	0.03%	551
2022 Q4	$769K	Sell	13,913 -407	-3%	-$23.3K	0.03%	586
2022 Q3	$743K	Buy	14,320 +682	+5%	+$36.8K	0.03%	569
2022 Q2	$669K	Sell	13,638 -1,168	-8%	-$63.8K	0.02%	628
2022 Q1	$803K	Sell	14,806 -1,202	-8%	-$62.6K	0.02%	630
2021 Q4	$768K	Sell	16,008 -294	-2%	-$14.1K	0.02%	658
2021 Q3	$754K	Buy	+16,302	New	+$713K	0.02%	646

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