DWM
INSI

Dakota Wealth Management’s Insight Select Income Fund INSI Stock Holding History

Dakota Wealth Management’s Portfolio INSI Stock Details INSI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$205K Hold
2024
Q3 		$209K Hold
2024
Q2 		$193K Hold
2024
Q1 		$195K Hold
2023
Q4 		$189K Hold
2023
Q3 		$178K Buy