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 |
|---|---|---|---|---|---|---|---|---|---|
| KENVUE INC | COM | 851 | $252,671 | 11,774 | 0.00 | 11,774 | +Inf | 03-31-2024 | |
| QUEST DIAGNOSTICS INC | COM | 852 | $249,716 | 1,876 | 0.00 | 0.00 | -257 | -12.05 | 03-31-2024 |
| ISHARES TR | US OIL GS EX ETF | 853 | $248,171 | 2,320 | 0.00 | 2,320 | +Inf | 03-31-2024 | |
| HEALTHEQUITY INC | COM | 854 | $245,135 | 3,003 | 0.00 | 0.00 | -264 | -8.08 | 03-31-2024 |
