Dakota Wealth Management Software—Application

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$295B
$12.2 Million 0.26% of portfolio
40,164
Q2 2025 Added 1,201.07%
$191B
$9.55 Million 0.2% of portfolio
9,285
Q2 2025 Added 3.12%
$243B
$8.32 Million 0.18% of portfolio
30,527
Q2 2025 Added 321.64%
$173B
$7.03 Million 0.15% of portfolio
20,086
Q2 2025 Added 2.7%
$72.3B
$6.3 Million 0.13% of portfolio
28,148
Q2 2025 Added 8.34%
$13.1B
$5.99 Million 0.13% of portfolio
25,869
Q2 2025 Added 16.56%
$196B
$5.49 Million 0.12% of portfolio
58,861
Q2 2025 Added 21.48%
$24B
$5.12 Million 0.11% of portfolio
29,696
Q2 2025 Added 28.17%
$184B
$2.84 Million 0.06% of portfolio
3,611
Q2 2025 Reduced 12.86%
$39.3B
$1.83 Million 0.04% of portfolio
1,003
Q2 2025 Reduced 84.48%
$16.4B
$1.77 Million 0.04% of portfolio
22,742
Q2 2025 Added 1.95%
$176B
$1.25 Million 0.03% of portfolio
10,829
Q2 2025 Added 27.21%
$40.3B
$875,000 0.02% of portfolio
6,518
Q2 2025 Added 55.86%
$44.8B
$870,000 0.02% of portfolio
3,625
Q2 2025 Reduced 1.89%
$96.4B
$598,000 0.01% of portfolio
1,943
Q2 2025 Reduced 13.91%
$20.2B
$592,000 0.01% of portfolio
8,234
Q2 2025 Added 10.27%
$8.46B
$563,000 0.01% of portfolio
1,793
Q2 2025 Added 2.99%
$4.75B
$313,000 0.01% of portfolio
3,350
Q2 2025 Added 3.81%
$8.73B
$291,000 0.01% of portfolio
712
Q2 2025 Reduced 23.28%
$1.78B
$272,000 0.01% of portfolio
4,265
Q2 2025 Reduced 2.09%
$1.83B
$265,000 0.01% of portfolio
17,787
Q2 2025 Reduced 6.11%
$1.12B
$260,000 0.01% of portfolio
11,882
Q2 2025 New
$3.24B
$245,000 0.01% of portfolio
4,341
Q2 2025 New
$1.74B
$189,000 0.0% of portfolio
16,058
Q3 2023 New
$1.29B
$160,000 0.0% of portfolio
16,923
Q2 2025 Added 1.71%
$322M
$152,000 0.0% of portfolio
16,851
Q2 2025 Added 3.41%
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