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 |
|---|---|---|---|---|---|---|---|---|---|
| FTI CONSULTING INC | COM | 401 | $1,085,728 | 5,163 | 0.00 | 0.00 | 73 | 1.43 | 03-31-2024 |
| LAM RESEARCH CORP | COM | 402 | $1,081,358 | 1,113 | 0.00 | 0.00 | 646 | 138.33 | 03-31-2024 |
| LAMAR ADVERTISING CO NEW | CL A | 403 | $1,075,885 | 9,010 | 0.00 | 9,010 | +Inf | 03-31-2024 | |
| ILLINOIS TOOL WKS INC | COM | 404 | $1,074,634 | 4,005 | 0.00 | 0.00 | 329 | 8.95 | 03-31-2024 |
