Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021

SELL
N/A
-72,750 Closed
0 $0
Q3 2020

Nov 04, 2020

BUY
N/A
58,200 Added 400.0%
72,750 $728,000
Q1 2020

Apr 29, 2020

BUY
N/A
14,550 New
14,550 $138,000
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.