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 |
|---|---|---|---|---|---|---|---|---|---|
| FERRARI N V | COM | 51 | $15,981,998 | 36,661 | 0.00 | 0.00 | 7,612 | 26.20 | 03-31-2024 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 52 | $15,829,201 | 400,435 | 0.00 | 0.00 | 38,043 | 10.50 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COM | 53 | $15,820,359 | 55,680 | 0.00 | 0.00 | 32,615 | 141.40 | 03-31-2024 |
| PEPSICO INC | COM | 54 | $15,699,510 | 89,659 | 0.00 | 0.00 | 18,726 | 26.40 | 03-31-2024 |
