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Dakota Wealth Management’s XP XP Stock Holding History

Dakota Wealth Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,630
Closed -$174K – 810
2025
Q1 		$174K Buy
+12,630
New +$174K ﹤0.01% 722