Dakota Wealth Management ALLIANZGI EQUITY & CONV INCO Transaction History

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 10, 2021
SELL
N/A
-21,275 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
4,020 Added 23.3%
21,275 $602,000
Q3 2020

Nov 04, 2020
SELL
N/A
-1,814 Reduced 9.51%
17,255 $419,000
Q2 2020

Aug 07, 2020
BUY
N/A
180 Added 0.95%
19,069 $428,000
Q1 2020

Apr 29, 2020
BUY
N/A
18,889 New
18,889 $351,000
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