DWM
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Dakota Wealth Management’s Trade Desk TTD Stock Holding History

Dakota Wealth Management’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,234
Closed -$593K – 779
2025
Q2 		$593K Buy
8,234
+767
+10% +$49K 0.01% 489
2025
Q1 		$409K Sell
7,467
-19,463
-72% -$1.76M 0.01% 553
2024
Q4 		$3.17M Buy
26,930
+9,564
+55% +$1.18M 0.07% 204
2024
Q3 		$1.9M Buy
17,366
+904
+5% +$90.2K 0.04% 277
2024
Q2 		$1.61M Buy
16,462
+5,353
+48% +$483K 0.04% 290
2024
Q1 		$971K Sell
11,109
-5,749
-34% -$436K 0.02% 377
2023
Q4 		$1.21M Buy
16,858
+2,670
+19% +$196K 0.05% 286
2023
Q3 		$1.11M Buy
14,188
+4,073
+40% +$329K 0.05% 274
2023
Q2 		$781K Buy
+10,115
New +$684K 0.04% 292
2022
Q4 		– Sell
-7,033
Closed -$420K – 633
2022
Q3 		$420K Sell
7,033
-575
-8% -$32.7K 0.03% 370
2022
Q2 		$319K Buy
+7,608
New +$417K 0.03% 365
2022
Q1 		– Sell
-4,166
Closed -$382K – 483
2021
Q4 		$382K Buy
4,166
+1,131
+37% +$99.1K 0.04% 278
2021
Q3 		$213K Sell
3,035
-2,455
-45% -$190K 0.02% 320
2021
Q2 		$425K Buy
5,490
+2,340
+74% +$150K 0.05% 243
2021
Q1 		$205K Sell
3,150
-300
-9% -$23.2K 0.03% 297
2020
Q4 		$276K Buy
+3,450
New +$261K 0.04% 268

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return