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 |
|---|---|---|---|---|---|---|---|---|---|
| OLD DOMINION FREIGHT LINE IN | COM | 701 | $360,985 | 1,646 | 0.00 | 1,646 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE MSCI EAFE | 702 | $360,795 | 4,861 | 0.00 | 0.00 | -1,297 | -21.06 | 03-31-2024 |
| CHEMOURS CO | COM | 703 | $360,760 | 13,738 | 0.00 | 13,738 | +Inf | 03-31-2024 | |
| FS KKR CAP CORP | COM | Liquidated | $0 | 0 | 0.00 | 17,933 | +Inf | 03-31-2024 |
