Dakota Wealth Management’s EXL Service EXLS Stock Holding History

Dakota Wealth Management’s Portfolio EXLS Stock Details EXLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$465K	Buy
2025 Q1	$296K	Sell
2024 Q4	$288K	Buy
2024 Q3	$236K	Sell
2024 Q2	$201K	Buy