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 |
|---|---|---|---|---|---|---|---|---|---|
| POSTAL REALTY TRUST INC | CL A | 251 | $2,526,580 | 176,437 | 0.00 | 0.00 | -2,936 | -1.64 | 03-31-2024 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 252 | $2,519,005 | 205,801 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 253 | $2,517,173 | 46,417 | 0.00 | 0.00 | 27,158 | 141.01 | 03-31-2024 |
| INTUIT | COM | 254 | $2,516,873 | 3,872 | 0.00 | 0.00 | -241 | -5.86 | 03-31-2024 |
