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 |
|---|---|---|---|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | COM | 451 | $855,806 | 12,074 | 0.00 | 0.00 | 209 | 1.76 | 03-31-2024 |
| MONOLITHIC PWR SYS INC | COM | 452 | $855,583 | 1,263 | 0.00 | 0.00 | -582 | -31.54 | 03-31-2024 |
| AGILENT TECHNOLOGIES INC | COM | 453 | $854,873 | 5,875 | 0.00 | 0.00 | 2,895 | 97.15 | 03-31-2024 |
| WHITESTONE REIT | COM | 454 | $853,639 | 68,019 | 0.00 | 0.00 | -220 | -0.32 | 03-31-2024 |
