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Avitas Wealth Management LLC

SEC CIK
0001734565
Latest filing
Jan 27, 2025

DTM holding history

DT Midstream, Inc. in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTM overviewAll 13F holders of DTMFull Q4 2024 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2021
Holdings of DTM by Avitas Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−52,466−100.0%Sold outHolders
Q1 202352,466$2.59M0.5%−794−1.5%ReducedHolders
Q4 202253,260$2.94M0.6%−739−1.4%ReducedHolders
Q3 202253,999$2.80M0.6%+315+0.6%AddedHolders
Q2 202253,684$2.63M0.6%+520+1.0%AddedHolders
Q1 202253,164$2.88M0.5%+467+0.9%AddedHolders
Q4 202152,697$2.53M0.4%+994+1.9%AddedHolders
Q3 202151,703$2.39M0.4%+51,703NewHolders