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Sound Income Strategies’s DT Midstream DTM Stock Holding History

Sound Income Strategies’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 		$87.8K Hold
656
– – ﹤0.01% 649
2025
Q4 		$79K Buy
656
+350
+114% +$40.2K ﹤0.01% 648
2025
Q3 		$34K Hold
306
– – ﹤0.01% 667
2025
Q2 		$33.6K Sell
306
-31
-9% -$3.14K ﹤0.01% 621
2025
Q1 		$32.5K Hold
337
– – ﹤0.01% 607
2024
Q4 		$33.5K Buy
337
+163
+94% +$15.5K ﹤0.01% 561
2024
Q3 		$13.7K Hold
174
– – ﹤0.01% 719
2024
Q2 		$12.4K Hold
174
– – ﹤0.01% 735
2024
Q1 		$10.6K Hold
174
– – ﹤0.01% 739
2023
Q4 		$9.54K Hold
174
– – ﹤0.01% 740
2023
Q3 		$9.21K Hold
174
– – ﹤0.01% 606
2023
Q2 		$8.63K Hold
174
– – ﹤0.01% 604
2023
Q1 		$8.59K Buy
+174
New +$9.02K ﹤0.01% 595

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