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 |
|---|---|---|---|---|---|---|---|---|---|
| MARKEL GROUP INC | COM | 751 | $313,425 | 206 | 0.00 | 0.00 | -93 | -31.10 | 03-31-2024 |
| PAYPAL HLDGS INC | COM | 752 | $312,643 | 4,667 | 0.00 | 0.00 | -3,233 | -40.92 | 03-31-2024 |
| NUVEEN NASDAQ 100 DYNAMIC OV | COM SHS | 753 | $310,924 | 12,880 | 0.00 | 12,880 | +Inf | 03-31-2024 | |
| EMCOR GROUP INC | COM | 754 | $310,629 | 887 | 0.00 | 0.00 | -358 | -28.76 | 03-31-2024 |
