Dakota Wealth Management Software—Application

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$308B
$18.6 Million 0.44% of portfolio
55,745
Q4 2024 Added 664.78%
$187B
$14.5 Million 0.34% of portfolio
13,634
Q4 2024 Reduced 5.82%
$120B
$9.35 Million 0.22% of portfolio
28,864
Q4 2024 Reduced 37.95%
$54.7B
$3.73 Million 0.09% of portfolio
24,150
Q4 2024 New
$32.9B
$3.17 Million 0.07% of portfolio
26,930
Q4 2024 Added 55.07%
$151B
$3.08 Million 0.07% of portfolio
51,060
Q4 2024 Added 3.69%
$2.64B
$3.02 Million 0.07% of portfolio
10,444
Q4 2024 Reduced 77.37%
$160B
$2.53 Million 0.06% of portfolio
4,027
Q4 2024 Reduced 0.74%
$16.8B
$2.01 Million 0.05% of portfolio
22,368
Q4 2024 Added 1.39%
$4.92B
$1.61 Million 0.04% of portfolio
16,030
Q4 2024 Added 189.77%
$52.6B
$1.05 Million 0.02% of portfolio
4,051
Q4 2024 Reduced 0.98%
$137B
$928,000 0.02% of portfolio
8,731
Q4 2024 Reduced 2.07%
$20.4B
$849,000 0.02% of portfolio
10,408
Q4 2024 New
$333B
$795,000 0.02% of portfolio
3,229
Q4 2024 New
$69.4B
$757,000 0.02% of portfolio
2,522
Q4 2024 Reduced 4.61%
$17B
$624,000 0.01% of portfolio
11,499
Q4 2024 Reduced 11.02%
$13B
$531,000 0.01% of portfolio
2,256
Q4 2024 Reduced 2.55%
$2.74B
$517,000 0.01% of portfolio
14,116
Q4 2024 New
$32.2B
$509,000 0.01% of portfolio
2,050
Q4 2024 New
$34.2B
$435,000 0.01% of portfolio
3,046
Q4 2024 New
$4.34B
$338,000 0.01% of portfolio
1,374
Q4 2024 New
$17B
$262,000 0.01% of portfolio
1,051
Q4 2024 New
$2.93B
$244,000 0.01% of portfolio
4,017
Q4 2024 New
$1.78B
$239,000 0.01% of portfolio
17,015
Q4 2024 Added 44.61%
$11.5B
$202,000 0.0% of portfolio
1,017
Q4 2024 New
$686M
$198,000 0.0% of portfolio
16,743
Q4 2024 New
$392M
$79,000 0.0% of portfolio
16,058
Q3 2023 New
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