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 |
|---|---|---|---|---|---|---|---|---|---|
| HCA HEALTHCARE INC | COM | 901 | $226,801 | 680 | 0.00 | 680 | +Inf | 03-31-2024 | |
| QUALYS INC | COM | 902 | $225,776 | 1,353 | 0.00 | 0.00 | -129 | -8.70 | 03-31-2024 |
| FIRSTENERGY CORP | COM | 903 | $224,692 | 5,818 | 0.00 | 5,818 | +Inf | 03-31-2024 | |
| ISHARES TR | 20 YR TR BD ETF | 904 | $224,250 | 2,370 | 0.00 | 0.00 | -282 | -10.63 | 03-31-2024 |
