Dakota Wealth Management's ownership history for WM


Dakota Wealth Management currently holds 70.5K shares with a market value of $15.5M. It started holding WM on 2024-09-30. At its peak, it held 104.3K shares on 2025-06-30. Its highest holding value was $23.9M on 2025-06-30. At its lowest, it held 65.8K shares on 2025-09-30, with a value of $14.4M on 2024-12-31. In the recent 180 days, Dakota Wealth Management has decreased its shares by 33.8K. In the recent year, Dakota Wealth Management has decreased its shares by 1.1K.


Dakota Wealth Management's ownership history for WM