DWM
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Dakota Wealth Management’s Fair Isaac FICO Stock Holding History

Dakota Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.83M Sell
1,003
-5,461
-84% -$9.98M 0.04% 283
2025
Q1 		$11.9M Buy
+6,464
New +$11.9M 0.28% 77