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Dakota Wealth Management’s Moelis & Co MC Stock Holding History

Dakota Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,459
Closed -$256K – 782
2024
Q4 		$256K Buy
+3,459
New +$256K 0.01% 657