DWM
MVT

Dakota Wealth Management’s BlackRock MuniVest Fund II MVT Stock Holding History

Dakota Wealth Management’s Portfolio MVT Stock Details MVT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$270K Hold
2025
Q3 		$266K Hold
2025
Q2 		$258K Hold
2025
Q1 		$264K Buy
2024
Q4 		$127K Hold
2024
Q3 		$137K Sell
2024
Q2 		$165K Hold
2024
Q1 		$163K Hold
2023
Q4 		$160K Buy