Dakota Wealth Management Options Holdings

Dakota Wealth Management

  • $4.2 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Invesco Qqq Tr
CALL
$0
2.5K
Q1 2025
New holding
Invesco Qqq Tr
PUT
$0
1.9K
Q1 2025
Reduced 77.38%
Microsoft Corp
PUT
$0
1.5K
Q1 2025
Added 50.0%
Nvidia Corporation
PUT
$0
6.5K
Q1 2025
Added 150.0%

Summary

  • Portfolio
  • No. of Stocks 749
  • Current Value $4.2 Billion
  • Prior Value $4.24 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 68 stocks
  • Additional Purchases 222 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 365 stocks
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