Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DAKOTA WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 721 | 4,027,902,749 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 151 | $5,320,586 | 61,795 | 0.00 | 0.00 | 6,931 | 12.63 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 152 | $5,243,083 | 25,487 | 0.00 | 0.00 | 6,337 | 33.09 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 153 | $5,209,117 | 92,050 | 0.00 | 0.00 | -1,786 | -1.90 | 03-31-2024 |
| KINDER MORGAN INC DEL | COM | 154 | $5,206,117 | 283,867 | 0.00 | 0.00 | 38,758 | 15.81 | 03-31-2024 |
