Dakota Wealth Management Options Holdings
Dakota Wealth Management
- $5.42 Billion
- Q4 2025
Summary
- Portfolio
- No. of Stocks 777
- Current Value $5.42 Billion
- Prior Value $4.83 Billion
- Filing
- Period Q4 2025
- Filing Date January 13, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 180 stocks
- Additional Purchases 317 stocks
- Sold out of 0 stocks
- Reduced holdings in 208 stocks