Dakota Wealth Management Asset Management

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.1B
$13.4 Million 0.32% of portfolio
174,637
Q4 2024 Added 5.54%
$111B
$6.33 Million 0.15% of portfolio
36,714
Q4 2024 Added 12.77%
$0
$4.79 Million 0.11% of portfolio
457,701
Q4 2024 Added 9.94%
$0
$3.94 Million 0.09% of portfolio
337,999
Q4 2024 Reduced 22.69%
$0
$3.38 Million 0.08% of portfolio
300,060
Q4 2024 Reduced 32.18%
$0
$3.28 Million 0.08% of portfolio
317,015
Q4 2024 Added 3.2%
$0
$2.98 Million 0.07% of portfolio
246,200
Q4 2024 Reduced 29.75%
$0
$2.38 Million 0.06% of portfolio
210,407
Q4 2024 Reduced 2.65%
$21.2B
$2.34 Million 0.06% of portfolio
30,270
Q4 2024 Reduced 4.06%
$0
$2.12 Million 0.05% of portfolio
214,768
Q4 2024 Added 25.4%
$113B
$2.01 Million 0.05% of portfolio
13,582
Q4 2024 Reduced 7.87%
$0
$1.98 Million 0.05% of portfolio
186,176
Q4 2024 Added 43.46%
$0
$1.88 Million 0.04% of portfolio
93,249
Q4 2024 Reduced 4.81%
$0
$1.8 Million 0.04% of portfolio
183,546
Q4 2024 Added 54.68%
$0
$1.76 Million 0.04% of portfolio
74,980
Q4 2024 Reduced 3.44%
$0
$1.67 Million 0.04% of portfolio
237,645
Q4 2024 Reduced 3.79%
$0
$1.46 Million 0.03% of portfolio
70,900
Q4 2024 Added 30.09%
$0
$1.07 Million 0.03% of portfolio
105,500
Q4 2024 Added 17.22%
$0
$972,000 0.02% of portfolio
35,950
Q4 2024 Added 5.26%
$0
$861,000 0.02% of portfolio
35,839
Q3 2024 Reduced 6.15%
$0
$854,000 0.02% of portfolio
35,363
Q4 2024 Reduced 0.18%
$0
$851,000 0.02% of portfolio
106,468
Q3 2024 Added 0.8%
$0
$805,000 0.02% of portfolio
76,683
Q4 2023 Added 61.27%
$0
$784,000 0.02% of portfolio
147,715
Q4 2024 Reduced 14.26%
$0
$783,000 0.02% of portfolio
93,125
Q4 2024 Reduced 1.39%
$2.72B
$778,000 0.02% of portfolio
38,727
Q4 2024 Reduced 1.65%
$0
$710,000 0.02% of portfolio
100,126
Q4 2024 Added 11.22%
$0
$677,000 0.02% of portfolio
62,863
Q4 2024 Reduced 10.02%
$29B
$675,000 0.02% of portfolio
3,814
Q4 2024 Reduced 1.14%
$0
$653,000 0.02% of portfolio
35,850
Q3 2024 Added 0.11%
$0
$648,000 0.02% of portfolio
29,873
Q2 2024 New
$0
$630,000 0.01% of portfolio
77,230
Q4 2024 Added 2.69%
$0
$522,000 0.01% of portfolio
21,986
Q4 2024 Reduced 23.56%
$0
$468,000 0.01% of portfolio
43,066
Q4 2024 Added 4.36%
$0
$451,000 0.01% of portfolio
45,825
Q4 2024 Reduced 7.55%
$0
$446,000 0.01% of portfolio
45,894
Q4 2024 Added 2.1%
$0
$444,000 0.01% of portfolio
35,165
Q4 2024 Reduced 28.21%
$0
$431,000 0.01% of portfolio
51,230
Q3 2024 Added 0.79%
$56.7B
$424,000 0.01% of portfolio
798
Q4 2024 Added 2.7%
$0
$401,000 0.01% of portfolio
59,500
Q3 2024 Added 3.05%
$0
$389,000 0.01% of portfolio
68,884
Q3 2024 Added 32.76%
$0
$373,000 0.01% of portfolio
14,950
Q3 2024 Reduced 4.26%
$0
$348,000 0.01% of portfolio
36,900
Q4 2024 Added 2.79%
$0
$337,000 0.01% of portfolio
62,220
Q4 2024 Added 1.39%
$0
$314,000 0.01% of portfolio
12,440
Q3 2024 Added 2.47%
$0
$307,000 0.01% of portfolio
19,220
Q4 2024 New
$0
$281,000 0.01% of portfolio
34,007
Q4 2024 Added 5.39%
$24.1B
$275,000 0.01% of portfolio
2,436
Q4 2024 Reduced 31.76%
$0
$264,000 0.01% of portfolio
25,622
Q4 2024 Added 51.66%
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