SOA Wealth Advisors’s DT Midstream DTM Stock Holding History

SOA Wealth 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
2026 Q1	$37.2K	Buy	276 +2	+0.7%	+$261	0.01%	414
2025 Q4	$32.8K	Buy	274 +2	+0.7%	+$230	0.01%	436
2025 Q3	$30.8K	Buy	272 +2	+0.7%	+$209	0.01%	447
2025 Q2	$29.7K	Buy	270 +2	+0.7%	+$203	0.01%	443
2025 Q1	$25.8K	Buy	268 +2	+0.8%	+$200	0.01%	430
2024 Q4	$26.5K	Buy	266 +2	+0.8%	+$190	﹤0.01%	410
2024 Q3	$20.7K	Buy	264 +3	+1%	+$224	﹤0.01%	443
2024 Q2	$18.5K	Buy	261 +3	+1%	+$197	﹤0.01%	451
2024 Q1	$15.8K	Buy	258 +3	+1%	+$167	﹤0.01%	473
2023 Q4	$14K	Buy	255 +3	+1%	+$165	﹤0.01%	484
2023 Q3	$13.3K	Buy	252 +4	+2%	+$209	﹤0.01%	489
2023 Q2	$12.3K	Buy	248 +3	+1%	+$144	﹤0.01%	509
2023 Q1	$12.1K	Buy	245 +3	+1%	+$155	﹤0.01%	504
2022 Q4	$13.4K	Buy	242 +3	+1%	+$171	﹤0.01%	478
2022 Q3	$12K	Buy	239 +3	+1%	+$162	﹤0.01%	478
2022 Q2	$11K	Buy	236 +3	+1%	+$164	﹤0.01%	481
2022 Q1	$12K	Buy	233 +2	+0.9%	+$104	﹤0.01%	546
2021 Q4	$11K	Hold	231	–	–	﹤0.01%	547
2021 Q3	$10K	Buy	+231	New	+$10.1K	﹤0.01%	584

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