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 |
|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE GROUP INC | COM | 651 | $442,693 | 3,631 | 0.00 | 0.00 | 184 | 5.34 | 03-31-2024 |
| CHURCHILL CAPITAL CORP VII | COM CL A | 652 | $433,350 | 40,500 | 0.00 | 40,500 | +Inf | 03-31-2024 | |
| EATON VANCE TAX-MANAGED GLOB | COM | 653 | $433,206 | 52,830 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHOPIFY INC | CL A | 654 | $432,693 | 5,607 | 0.00 | 0.00 | 1,449 | 34.85 | 03-31-2024 |
