DWM
WAY

Dakota Wealth Management’s Waystar Holding Corp WAY Stock Holding History

Dakota Wealth Management’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Buy
34,724
+1,213
+4% +$49.6K 0.03% 325
2025
Q1 		$1.25M Buy
33,511
+26,313
+366% +$983K 0.03% 336
2024
Q4 		$264K Buy
+7,198
New +$264K 0.01% 647