DWM
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Dakota Wealth Management’s Arm ARM Stock Holding History

Dakota Wealth Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,879
Closed -$304K – 655
2025
Q2 		$304K Sell
1,879
-22,204
-92% -$2.76M 0.01% 614
2025
Q1 		$2.57M Buy
24,083
+9,120
+61% +$1.27M 0.06% 226
2024
Q4 		$1.85M Sell
14,963
-40,447
-73% -$5.7M 0.04% 274
2024
Q3 		$7.92M Sell
55,410
-16,823
-23% -$2.39M 0.18% 113
2024
Q2 		$11.8M Buy
72,233
+25,905
+56% +$3.22M 0.28% 81
2024
Q1 		$5.79M Buy
46,328
+32,913
+245% +$3.49M 0.14% 143
2023
Q4 		$1.01M Buy
+13,415
New +$784K 0.04% 309

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