United Capital Financial Advisors’s DT Midstream DTM Stock Holding History

United Capital Financial Advisors’s Portfolio DTM Stock Details DTM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$227K	Sell
2025 Q2	$221K	Buy
2025 Q1	–	Sell
2024 Q4	$209K	Buy