Dakota Wealth Management Purchases in Q4 2024

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.25K
+ 28.72%
$71.75 - $75.11 $448K - $469K
28K $2.01M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.52K
+ 176.0%
$53.86 - $60.27 $405K - $453K
11.8K $636K
IWN
Ishares Russell2000 Val ETF

ETFs
2.14K
+ 175.7%
$162.69 - $181.35 $348K - $388K
3.36K $551K
APPF
Appfolio Inc

Technology
1.37K
New
$192.07 - $269.26 $264K - $370K
1.37K $338K
SCHG
Schwab Strategic Tr Us Large C

ETFs
156K
+ 295.81%
$25.93 - $105.3 $4.06M - $16.5M
209K $5.83M
LPLA
Lpl Financial Holdings Inc.

Financial Services
986
New
$229.85 - $335.91 $227K - $331K
986 $321K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.77K
New
$111.85 - $120.71 $310K - $334K
2.77K $319K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.2K
New
$23.88 - $24.32 $314K - $320K
13.2K $315K
BFK
Blackrock Municipal Income Trust

Financial Services
43.5K
+ 25.4%
$9.79 - $10.72 $426K - $466K
215K $2.12M
STEW
Boulder Growth & Income Fund

Financial Services
19.2K
New
$15.33 - $16.73 $295K - $322K
19.2K $307K
RMBS
Rambus Inc

Technology
5.52K
New
$40.13 - $59.14 $221K - $326K
5.52K $291K
XPO
Xpo Logistics, Inc.

Industrials
225
+ 2.04%
$105.35 - $158.2 $23.7K - $35.6K
11.3K $1.48M
GDYN
Grid Dynamics Holdings, Inc.

Technology
12.7K
New
$13.96 - $22.7 $178K - $289K
12.7K $282K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
16.4K
+ 30.09%
$20.38 - $21.75 $334K - $357K
70.9K $1.46M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11K
New
$24.82 - $25.48 $273K - $280K
11K $273K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.23K
+ 9.72%
$66.77 - $71.52 $216K - $231K
36.5K $2.51M
RELY
Remitly Global, Inc.

Technology
11.9K
New
$12.69 - $23.07 $152K - $275K
11.9K $269K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.97K
New
$90.66 - $99.46 $269K - $295K
2.97K $269K
SPMD
Spdr Portfolio

ETFs
4.9K
+ 8.15%
$54.13 - $59.56 $265K - $292K
65K $3.55M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.51K
New
$100.18 - $109.1 $251K - $273K
2.51K $262K
AZPN
Aspen Technology, Inc.

Technology
1.05K
New
$231.19 - $253.16 $243K - $266K
1.05K $262K
SLM
Slm Corp

Financial Services
9.5K
New
$21.37 - $28.14 $203K - $267K
9.5K $261K
VO
Vanguard Mid Cap ETF

ETFs
949
+ 3.21%
$261.5 - $284.63 $248K - $270K
30.5K $8.07M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.98K
New
$63.58 - $71.15 $253K - $283K
3.98K $258K
MC
Moelis & CO

Financial Services
3.46K
New
$65.74 - $80.49 $227K - $278K
3.46K $255K
DUOL
Duolingo, Inc.

Technology
635
+ 56.05%
$278.75 - $373.03 $177K - $237K
1.77K $573K
MAR
Marriott International Inc

Consumer Cyclical
59
+ 0.77%
$246.06 - $292.59 $14.5K - $17.3K
7.72K $2.15M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.53K
+ 24.11%
$99.0 - $99.5 $251K - $252K
13K $1.29M
BL
Blackline, Inc.

Technology
4.02K
New
$53.92 - $64.91 $217K - $261K
4.02K $244K
ROP
Roper Technologies Inc

Industrials
1.17K
+ 11.51%
$519.85 - $575.95 $609K - $674K
11.3K $5.9M
PB
Prosperity Bancshares Inc

Financial Services
3.15K
New
$70.04 - $85.07 $220K - $268K
3.15K $237K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
11.3K
New
$19.73 - $23.93 $223K - $271K
11.3K $236K
VST
Vistra Corp.

Utilities
1.68K
New
$115.74 - $166.61 $194K - $279K
1.68K $231K
APH
Amphenol Corp

Technology
874
+ 2.24%
$62.07 - $75.35 $54.2K - $65.9K
39.9K $2.77M
PBF
Pbf Energy Inc.

Energy
12.2K
+ 54.51%
$25.15 - $33.71 $307K - $412K
34.6K $919K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.93K
New
$115.08 - $119.55 $222K - $231K
1.93K $223K
PPL
Ppl Corp

Utilities
6.69K
New
$31.47 - $35.0 $211K - $234K
6.69K $217K
OWL
Blue Owl Capital Inc.

Financial Services
9.26K
New
$19.51 - $24.81 $181K - $230K
9.26K $215K
APD
Air Products & Chemicals, Inc.

Basic Materials
740
New
$285.5 - $335.62 $211K - $248K
740 $214K
XT
Ishares Tr Exponential Technol

ETFs
3.57K
New
$58.7 - $62.72 $210K - $224K
3.57K $213K
RVLV
Revolve Group, Inc.

Consumer Cyclical
6.31K
New
$23.44 - $38.8 $148K - $245K
6.31K $211K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3.94K
New
$49.84 - $59.6 $196K - $235K
3.94K $208K
EMR
Emerson Electric CO

Industrials
838
+ 11.75%
$108.13 - $134.33 $90.6K - $113K
7.97K $987K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3K
New
$63.19 - $73.31 $190K - $220K
3K $206K
IBCP
Independent Bank Corp

Financial Services
5.83K
New
$31.36 - $38.99 $183K - $227K
5.83K $202K
PCTY
Paylocity Holding Corp

Technology
1.02K
New
$162.14 - $213.79 $165K - $217K
1.02K $202K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.59K
New
$77.86 - $79.27 $201K - $205K
2.59K $201K
FDS
Factset Research Systems Inc

Financial Services
326
+ 15.01%
$449.69 - $495.72 $147K - $162K
2.5K $1.2M
AX
Axos Financial, Inc.

Financial Services
2.87K
New
$59.93 - $86.6 $172K - $248K
2.87K $200K
Activity Summary
Buys All Purchases 331 New Holdings 77 Increased Positions 254 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 3
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.

Choose your preferred platform and Sign Up 👇 Telegram Email