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 |
|---|---|---|---|---|---|---|---|---|---|
| APTIV PLC | SHS | 351 | $1,328,881 | 16,684 | 0.00 | 16,684 | +Inf | 03-31-2024 | |
| REGENERON PHARMACEUTICALS | COM | 352 | $1,320,537 | 1,372 | 0.00 | 1,372 | +Inf | 03-31-2024 | |
| LULULEMON ATHLETICA INC | COM | 353 | $1,304,772 | 3,340 | 0.00 | 0.00 | 297 | 9.76 | 03-31-2024 |
| CANADIAN PAC RY LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.10 | -1,361 | -7.46 | 12-31-2023 |
