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Dakota Wealth Management’s PTC PTC Stock Holding History

Dakota Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.12M Buy
29,696
+6,526
+28% +$1.12M 0.11% 154
2025
Q1 		$3.59M Buy
+23,170
New +$3.59M 0.08% 178