Dakota Wealth Management
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 749
- Total Value
- 4275479682
- Accession Number
- 0001951757-25-000489
- Form Type
- 13F-HR
- CIK
- 0001631353
- Manager Name
- Dakota Wealth Management
Data Enrichment
79% identified595 identified154 unidentified
Holdings
749 positions
Manager:
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Page 14 of 38
464287556
Shares:
15343(-5.5%)
Value:
$2.0B(-8.5%)
808524508
Shares:
74890(-7.7%)
Value:
$2.0B(-12.7%)
879512309
Shares:
100818
Value:
$1.9B
G1000R101
Shares:
180125(+0.0%)
Value:
$1.9B(+3.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287556)✕ | 15.3K | All Managers (Combined) | $2.0M | ||
(cusip808524508)✕ | 74.9K | All Managers (Combined) | $2.0M | ||
Salesforce, Inc.(CRMcusip79466L302) | 7.2K | All Managers (Combined) | $1.9M | ||
10.8K | QoQ +0.13% (-15)YoY -0.37% (-41) | All Managers (Combined) | $1.9M | ||
5.4K | All Managers (Combined) | $1.9M | |||
(cusip879512309)✕ | 100.8K | QoQ NEW(+100.8K) YoY NEW(+100.8K) | All Managers (Combined) | $1.9M | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) |
17.1K | All Managers (Combined) | $1.9M | |||
66.5K | All Managers (Combined) | $1.9M | |||
(cusipG1000R101)✕ | 180.1K | QoQ 0.00% (+0)YoY NEW(+180.1K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
8.0K | QoQ NEW(+8.0K) YoY NEW(+8.0K) | All Managers (Combined) | $1.9M | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) | |
Docusign, Inc.(DOCUcusip256163106) | 22.3K | QoQ -0.27% (-61)YoY -2.33% (-534) | All Managers (Combined) | $1.8M | |
7.6K | QoQ -1.41% (-109)YoY +1.79% (-134) | All Managers (Combined) | $1.8M | ||
9.0K | QoQ +0.68% (-61)YoY +3.03% (+264) | All Managers (Combined) | $1.8M | ||
77.1K | All Managers (Combined) | $1.8M | |||
39.6K | All Managers (Combined) | $1.8M | |||
3.0K | All Managers (Combined) | $1.8M | |||
13.6K | All Managers (Combined) | $1.8M | |||
7.4K | QoQ -9.20% (-751)YoY +7.40% (-511) | All Managers (Combined) | $1.8M | ||
82.0K | All Managers (Combined) | $1.7M | |||
Corning Inc /Ny(GLWcusip219350105) | 38.0K | YoY NEW(+38.0K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |