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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MTRS CO | COM | 201 | $3,613,300 | 79,676 | 0.00 | 0.00 | -1,331 | -1.64 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 202 | $3,601,065 | 7,917 | 0.00 | 0.00 | 2,331 | 41.73 | 03-31-2024 |
| BLACKROCK MUNICIPAL INCOME | COM | 203 | $3,588,936 | 297,590 | 0.00 | 0.00 | 20,193 | 7.28 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | 204 | $3,509,036 | 17,759 | 0.00 | 0.00 | 2,692 | 17.87 | 03-31-2024 |
