$673 Million is the total value of DT Investment Partners, LLC's 198 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 15.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $125,182,000 | -14.6% | 331,829 | +2.3% | 18.59% | -1.6% |
| GVI | Buy | ISHARES TRintrm gov cr etf | $88,905,000 | -0.6% | 842,301 | +2.2% | 13.20% | +14.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $27,915,000 | -11.0% | 684,200 | +4.7% | 4.15% | +2.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $25,841,000 | -9.1% | 439,095 | +7.4% | 3.84% | +4.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $23,828,000 | -16.4% | 114,690 | +0.6% | 3.54% | -3.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $19,061,000 | -6.4% | 266,108 | +3.0% | 2.83% | +7.7% |
| DOW | DOW INC | $18,826,000 | -19.0% | 364,775 | 0.0% | 2.80% | -6.7% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $18,334,000 | -15.1% | 283,549 | +2.4% | 2.72% | -2.3% |
| IJH | Buy | ISHARES TRcore s & p etf | $17,163,000 | -14.6% | 75,863 | +1.2% | 2.55% | -1.7% |
| IGSB | Buy | ISHARES TR | $16,760,000 | -0.5% | 331,547 | +1.8% | 2.49% | +14.6% |
| MSFT | Buy | MICROSOFT CORP | $16,649,000 | -14.3% | 64,823 | +2.8% | 2.47% | -1.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $16,391,000 | -13.9% | 93,075 | +3.9% | 2.43% | -0.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $11,407,000 | +0.2% | 64,256 | -0.0% | 1.69% | +15.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,082,000 | -4.9% | 266,062 | +5.4% | 1.65% | +9.6% |
| EWA | Buy | ISHARES INCmsci aust etf | $11,033,000 | -16.7% | 519,912 | +3.8% | 1.64% | -4.1% |
| EFA | ISHARES TRmsci eafe etf | $10,677,000 | -15.1% | 170,855 | 0.0% | 1.59% | -2.2% | |
| ACWI | ISHARES TRmsci acwi etf | $10,412,000 | -15.9% | 124,115 | 0.0% | 1.55% | -3.2% | |
| IGIB | Buy | ISHARES TR | $9,946,000 | -5.1% | 194,793 | +2.0% | 1.48% | +9.3% |
| DD | DUPONT DE NEMOURS INC | $9,084,000 | -24.5% | 163,435 | 0.0% | 1.35% | -13.0% | |
| IVW | Buy | ISHARES TRs & p 500 grwt etf | $8,977,000 | -20.2% | 148,748 | +1.0% | 1.33% | -8.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $8,738,000 | +4247.3% | 105,551 | +4277.9% | 1.30% | +4892.3% |
| QQQ | INVESCO QQQ TRunit ser 1 | $7,534,000 | -22.7% | 26,881 | 0.0% | 1.12% | -11.0% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC | $5,785,000 | -9.4% | 27,541 | -1.8% | 0.86% | +4.4% |
| PSX | Sell | PHILLIPS 66 | $5,406,000 | -5.9% | 65,932 | -0.8% | 0.80% | +8.4% |
| KO | COCA COLA CO | $5,399,000 | +1.5% | 85,815 | 0.0% | 0.80% | +16.9% | |
| AAPL | Buy | APPLE INC | $5,054,000 | -10.1% | 36,969 | +14.8% | 0.75% | +3.6% |
| JNK | Sell | SPDR SER TRbloomberg high y | $4,988,000 | -13.2% | 54,983 | -1.9% | 0.74% | 0.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,904,000 | -13.6% | 43,541 | +4.6% | 0.73% | -0.5% |
| HSY | HERSHEY CO | $4,442,000 | -0.7% | 20,645 | 0.0% | 0.66% | +14.4% | |
| HD | Buy | HOME DEPOT INC | $4,254,000 | -2.8% | 15,509 | +6.1% | 0.63% | +12.1% |
| ABBV | ABBVIE INC | $4,226,000 | -5.5% | 27,593 | 0.0% | 0.63% | +8.8% | |
| PG | Buy | PROCTER & GAMBLE CO | $3,904,000 | -5.9% | 27,151 | +0.0% | 0.58% | +8.4% |
| MRK | Buy | MERCK & CO INC | $3,661,000 | +17.8% | 40,159 | +6.0% | 0.54% | +35.7% |
| COP | CONOCOPHILLIPS | $3,637,000 | -10.2% | 40,502 | 0.0% | 0.54% | +3.4% | |
| IJS | ISHARES TRsp smcp600vl etf | $3,378,000 | -13.1% | 37,940 | 0.0% | 0.50% | +0.2% | |
| AMZN | Buy | AMAZON COM INC | $2,867,000 | -34.8% | 26,994 | +1901.0% | 0.43% | -24.9% |
| CAT | Sell | CATERPILLAR INC | $2,835,000 | -23.9% | 15,863 | -5.1% | 0.42% | -12.5% |
| ABT | ABBOTT LABS | $2,744,000 | -8.2% | 25,256 | 0.0% | 0.41% | +6.0% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,451,000 | -16.7% | 14,474 | +1.0% | 0.36% | -4.0% |
| CVX | Sell | CHEVRON CORP NEW | $2,402,000 | -13.3% | 16,591 | -2.4% | 0.36% | 0.0% |
| PFE | Buy | PFIZER INC | $2,260,000 | +20.7% | 43,112 | +19.2% | 0.34% | +39.4% |
| IWO | ISHARES TRrussell 2000 grw etf | $2,248,000 | -19.3% | 10,897 | 0.0% | 0.33% | -7.0% | |
| IYW | ISHARES TRu.s. tech etf | $2,063,000 | -22.4% | 25,800 | 0.0% | 0.31% | -10.8% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,047,000 | +1.0% | 40,344 | +1.4% | 0.30% | +16.5% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,983,000 | -7.5% | 60,311 | +2.5% | 0.29% | +6.5% |
| IWF | ISHARES TRrus 1000 grw etf | $1,804,000 | -21.2% | 8,250 | 0.0% | 0.27% | -9.2% | |
| HON | HONEYWELL INTL INC | $1,791,000 | -10.7% | 10,304 | 0.0% | 0.27% | +2.7% | |
| MMM | 3M CO | $1,782,000 | -13.1% | 13,770 | 0.0% | 0.26% | +0.4% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,769,000 | -12.0% | 812 | +12.3% | 0.26% | +1.5% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,740,000 | -10.8% | 43,395 | +0.4% | 0.26% | +2.4% |
| XOM | Buy | EXXON MOBIL CORP | $1,663,000 | +5.1% | 19,423 | +1.3% | 0.25% | +21.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,609,000 | +16.8% | 3,133 | +15.9% | 0.24% | +34.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,606,000 | +7.8% | 11,372 | -0.8% | 0.24% | +24.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,586,000 | -20.0% | 725 | +2.1% | 0.24% | -7.8% |
| V | Buy | VISA INC | $1,572,000 | -3.3% | 7,986 | +9.0% | 0.23% | +11.0% |
| TXN | Buy | TEXAS INSTRS INC | $1,517,000 | -15.0% | 9,876 | +1.6% | 0.22% | -2.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,481,000 | -4.6% | 11,228 | +6.9% | 0.22% | +10.0% |
| AMGN | Sell | AMGEN INC | $1,458,000 | -0.4% | 5,994 | -1.0% | 0.22% | +14.8% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $1,458,000 | -2.7% | 93,818 | +5.9% | 0.22% | +12.4% |
| INTC | Buy | INTEL CORP | $1,439,000 | -24.4% | 38,461 | +0.1% | 0.21% | -13.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,437,000 | +4.7% | 18,672 | -0.7% | 0.21% | +20.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,411,000 | -14.9% | 35,968 | +1.5% | 0.21% | -1.9% |
| PNC | PNC FINANCIAL SVCS GROUP INC | $1,299,000 | -14.4% | 8,233 | 0.0% | 0.19% | -1.5% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,246,000 | +2.7% | 6,828 | +20.7% | 0.18% | +18.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,248,000 | +19.7% | 12,979 | +23.3% | 0.18% | +37.0% |
| CSCO | Buy | CISCO SYS INC | $1,236,000 | -22.5% | 28,984 | +1.4% | 0.18% | -10.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,107,000 | +8.2% | 2,037 | +17.6% | 0.16% | +24.2% |
| GILD | Buy | GILEAD SCIENCES INC | $1,098,000 | +7.1% | 17,764 | +3.0% | 0.16% | +23.5% |
| XLF | SELECT SECTOR SPDR TRfinancial | $1,067,000 | -17.9% | 33,918 | 0.0% | 0.16% | -6.0% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $1,042,000 | -11.1% | 176,234 | +5.8% | 0.16% | +2.6% |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,031,000 | -22.5% | 4,626 | 0.0% | 0.15% | -11.0% | |
| WMT | Buy | WALMART INC | $1,021,000 | -17.9% | 8,405 | +0.8% | 0.15% | -5.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,022,000 | -1.1% | 9,531 | +3.0% | 0.15% | +14.3% |
| EMR | Buy | EMERSON ELEC CO | $1,011,000 | -17.8% | 12,703 | +1.3% | 0.15% | -5.7% |
| T | New | AT&T INC | $1,001,000 | – | 47,773 | +100.0% | 0.15% | – |
| QCOM | Buy | QUALCOMM INC | $999,000 | -13.8% | 7,816 | +3.1% | 0.15% | -0.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $996,000 | -18.7% | 10,417 | +0.5% | 0.15% | -6.3% |
| COST | COSTCO WHSL CORP NEW | $987,000 | -16.8% | 2,060 | 0.0% | 0.15% | -3.9% | |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $934,000 | – | 24,641 | +100.0% | 0.14% | – |
| MDT | Buy | MEDTRONIC PLC | $927,000 | -14.8% | 10,335 | +5.4% | 0.14% | -1.4% |
| SNY | Buy | SANOFIsponsored adr | $913,000 | -1.5% | 18,249 | +1.1% | 0.14% | +13.3% |
| ADI | ANALOG DEVICES INC | $893,000 | -11.6% | 6,115 | 0.0% | 0.13% | +2.3% | |
| USB | Buy | US BANCORP DEL | $870,000 | -11.2% | 18,914 | +2.7% | 0.13% | +2.4% |
| BLK | Buy | BLACKROCK INC | $868,000 | -3.6% | 1,426 | +21.2% | 0.13% | +11.2% |
| XLK | SELECT SECTOR SPDR TRtechnology | $828,000 | -20.0% | 6,510 | 0.0% | 0.12% | -7.5% | |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $824,000 | -13.7% | 9,415 | +1.4% | 0.12% | -0.8% |
| ETN | Buy | EATON CORP PLC | $821,000 | -15.2% | 6,520 | +2.2% | 0.12% | -2.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $814,000 | -22.3% | 2,982 | +0.5% | 0.12% | -10.4% |
| AVY | AVERY DENNISON CORP | $809,000 | -7.0% | 5,000 | 0.0% | 0.12% | +7.1% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $801,000 | -10.3% | 7,877 | -5.5% | 0.12% | +3.5% |
| LOW | LOWES COS INC | $779,000 | -13.5% | 4,458 | 0.0% | 0.12% | 0.0% | |
| IJR | Buy | ISHARES TRcore s & p scp etf | $748,000 | -12.9% | 8,095 | +1.7% | 0.11% | 0.0% |
| BX | Buy | BLACKSTONE INC | $738,000 | -24.1% | 8,096 | +5.7% | 0.11% | -12.0% |
| BAC | BK OF AMERICA CORP | $714,000 | -24.4% | 22,933 | 0.0% | 0.11% | -13.1% | |
| DVY | ISHARES TRselect divid etf | $706,000 | -8.2% | 6,000 | 0.0% | 0.10% | +6.1% | |
| DIS | DISNEY WALT CO | $619,000 | -31.2% | 6,562 | 0.0% | 0.09% | -20.7% | |
| IXUS | Buy | ISHARES TRcore msci total | $622,000 | -3.4% | 10,901 | +12.8% | 0.09% | +10.8% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $609,000 | -8.4% | 4,272 | 0.0% | 0.09% | +4.7% | |
| FB | META PLATFORMS INCcl a | $601,000 | -27.5% | 3,727 | 0.0% | 0.09% | -16.8% | |
| PEP | Buy | PEPSICO INC | $589,000 | +1.7% | 3,536 | +2.1% | 0.09% | +16.0% |
| NEE | NEXTERA ENERGY INC | $589,000 | -8.5% | 7,608 | 0.0% | 0.09% | +4.8% | |
| AXP | AMERICAN EXPRESS CO | $579,000 | -25.9% | 4,177 | 0.0% | 0.09% | -14.9% | |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $532,000 | -6.5% | 10,803 | -5.8% | 0.08% | +8.2% |
| MA | MASTERCARD INCORPORATEDcl a | $522,000 | -11.8% | 1,656 | 0.0% | 0.08% | +2.6% | |
| ICF | Sell | ISHARES TRcohen steer reit | $501,000 | -17.5% | 8,236 | -3.7% | 0.07% | -5.1% |
| VOO | Buy | VANGUARD INDEX FDS | $496,000 | +82.4% | 1,430 | +118.0% | 0.07% | +111.4% |
| MS | Buy | MORGAN STANLEY | $482,000 | -9.2% | 6,331 | +4.2% | 0.07% | +5.9% |
| ALL | ALLSTATE CORP | $451,000 | -8.5% | 3,560 | 0.0% | 0.07% | +4.7% | |
| APD | AIR PRODS & CHEMS INC | $435,000 | -3.8% | 1,809 | 0.0% | 0.06% | +12.1% | |
| ANTM | ELEVANCE HEALTH INC | $416,000 | -1.7% | 862 | 0.0% | 0.06% | +12.7% | |
| FANG | DIAMONDBACK ENERGY INC | $409,000 | -11.7% | 3,378 | 0.0% | 0.06% | +1.7% | |
| AMT | AMERICAN TOWER CORP NEW | $404,000 | +1.8% | 1,580 | 0.0% | 0.06% | +17.6% | |
| BDX | BECTON DICKINSON & CO | $388,000 | -7.4% | 1,575 | 0.0% | 0.06% | +7.4% | |
| EQL | New | ALPS ETF TRequal sec etf | $388,000 | – | 4,150 | +100.0% | 0.06% | – |
| ADBE | ADOBE SYSTEMS INCORPORATED | $378,000 | -19.7% | 1,033 | 0.0% | 0.06% | -8.2% | |
| TIP | Sell | ISHARES TRtips bd | $375,000 | -10.9% | 3,294 | -2.5% | 0.06% | +3.7% |
| MRO | Sell | MARATHON OIL CORP | $369,000 | -25.2% | 16,432 | -16.4% | 0.06% | -14.1% |
| AVGO | Buy | BROADCOM INC | $362,000 | -17.5% | 745 | +6.9% | 0.05% | -5.3% |
| MCD | MCDONALDS CORP | $365,000 | 0.0% | 1,478 | 0.0% | 0.05% | +14.9% | |
| MO | ALTRIA GROUP INC | $350,000 | -20.1% | 8,380 | 0.0% | 0.05% | -7.1% | |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $334,000 | -1.8% | 2,796 | +0.3% | 0.05% | +13.6% |
| BA | Buy | BOEING CO | $334,000 | -20.7% | 2,446 | +11.2% | 0.05% | -7.4% |
| CDK | CDK GLOBAL INC | $329,000 | +12.7% | 5,998 | 0.0% | 0.05% | +28.9% | |
| CVS | CVS HEALTH CORP | $332,000 | -8.5% | 3,588 | 0.0% | 0.05% | +4.3% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $333,000 | -7.0% | 1,040 | 0.0% | 0.05% | +6.5% | |
| NVDA | Buy | NVIDIA CORPORATION | $320,000 | -39.4% | 2,108 | +8.9% | 0.05% | -29.4% |
| DXCM | Buy | DEXCOM INC | $316,000 | -41.7% | 4,240 | +300.0% | 0.05% | -32.9% |
| LMT | LOCKHEED MARTIN CORP | $317,000 | -2.5% | 737 | 0.0% | 0.05% | +11.9% | |
| XLE | SELECT SECTOR SPDR TRenergy | $308,000 | -6.4% | 4,307 | 0.0% | 0.05% | +9.5% | |
| SO | SOUTHERN CO | $297,000 | -1.7% | 4,160 | 0.0% | 0.04% | +12.8% | |
| DHR | DANAHER CORP | $274,000 | -13.6% | 1,080 | 0.0% | 0.04% | 0.0% | |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $264,000 | – | 1,920 | +100.0% | 0.04% | – |
| MUB | Sell | ISHARES TRnational mun etf | $260,000 | -98.1% | 2,440 | -98.1% | 0.04% | -97.8% |
| PM | PHILIP MORRIS INTL INC | $256,000 | +5.3% | 2,590 | 0.0% | 0.04% | +22.6% | |
| MSI | MOTOROLA SOLUTIONS INC | $257,000 | -13.5% | 1,228 | 0.0% | 0.04% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $249,000 | -39.6% | 3,560 | 0.0% | 0.04% | -30.2% | |
| MDLZ | MONDELEZ INTL INCcl a | $238,000 | -1.2% | 3,836 | 0.0% | 0.04% | +12.9% | |
| NKE | NIKE INCcl b | $226,000 | -23.9% | 2,210 | 0.0% | 0.03% | -10.5% | |
| PLD | PROLOGIS INC | $224,000 | -27.0% | 1,900 | 0.0% | 0.03% | -17.5% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $220,000 | -6.0% | 4,254 | +9.0% | 0.03% | +10.0% |
| OXY | OCCIDENTAL PETE CORPcorp | $222,000 | +3.7% | 3,774 | 0.0% | 0.03% | +17.9% | |
| CL | COLGATE PALMOLIVE CO | $218,000 | +5.8% | 2,720 | 0.0% | 0.03% | +18.5% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $204,000 | -39.1% | 1,036 | -26.4% | 0.03% | -30.2% |
| ESS | Exit | ESSEX PPTY TR INC | $0 | – | -594 | -100.0% | -0.03% | – |
| EBAY | Exit | EBAY INC | $0 | – | -3,560 | -100.0% | -0.03% | – |
| IVV | Exit | ISHARES TRtips bd etf | $0 | – | -459 | -100.0% | -0.03% | – |
| IWP | Exit | ISHARES TRmsci eafe etf | $0 | – | -2,124 | -100.0% | -0.03% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -3,082 | -100.0% | -0.03% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -6,396 | -100.0% | -0.03% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -148 | -100.0% | -0.03% | – |
| SCHW | Exit | SCHWAB CHARLES CORPsponsored adr | $0 | – | -2,716 | -100.0% | -0.03% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -636 | -100.0% | -0.03% | – |
| CRM | Exit | SALESFORCE COM INCbloomberg high y | $0 | – | -1,140 | -100.0% | -0.03% | – |
| INTU | Exit | INTUITunit ser 1 | $0 | – | -492 | -100.0% | -0.03% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -4,000 | -100.0% | -0.03% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,592 | -100.0% | -0.04% | – |
| BIV | Exit | VANGUARD BD INDEX FDSvg tl intl stk f | $0 | – | -5,582 | -100.0% | -0.06% | – |
| VV | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -3,032 | -100.0% | -0.08% | – |
| TSLA | Exit | TESLA INC | $0 | – | -682 | -100.0% | -0.10% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -12,610 | -100.0% | -0.14% | – |
| SUB | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -10,957 | -100.0% | -0.15% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -14,337 | -100.0% | -0.17% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -33,472 | -100.0% | -1.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 22.4% |
| ISHARES TR | 42 | Q3 2023 | 13.8% |
| ISHARES TR | 42 | Q3 2023 | 5.1% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| ISHARES TR | 42 | Q3 2023 | 8.1% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 0.8% |
| PFIZER INC COM | 42 | Q3 2023 | 0.8% |
| VANGUARD INTL EQUITY IND FD | 41 | Q3 2023 | 4.5% |
| VANGUARD TX MGD INTL FD | 39 | Q3 2023 | 10.8% |
| ISHARES TR | 39 | Q4 2022 | 3.1% |
View DT Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-28 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-10-13 |
View DT Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.