Dakota Wealth Management Software—Application

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$268B
$18.6 Million 0.44% of portfolio
55,745
Q4 2024 Added 664.78%
$161B
$14.5 Million 0.34% of portfolio
13,634
Q4 2024 Reduced 5.82%
$77.4B
$9.35 Million 0.22% of portfolio
28,864
Q4 2024 Reduced 37.95%
$46.8B
$3.73 Million 0.09% of portfolio
24,150
Q4 2024 New
$24.3B
$3.17 Million 0.07% of portfolio
26,930
Q4 2024 Added 55.07%
$144B
$3.08 Million 0.07% of portfolio
51,060
Q4 2024 Added 3.69%
$2.7B
$3.02 Million 0.07% of portfolio
10,444
Q4 2024 Reduced 77.37%
$173B
$2.53 Million 0.06% of portfolio
4,027
Q4 2024 Reduced 0.74%
$16.3B
$2.01 Million 0.05% of portfolio
22,368
Q4 2024 Added 1.39%
$4.63B
$1.61 Million 0.04% of portfolio
16,030
Q4 2024 Added 189.77%
$46.9B
$1.05 Million 0.02% of portfolio
4,051
Q4 2024 Reduced 0.98%
$115B
$928,000 0.02% of portfolio
8,731
Q4 2024 Reduced 2.07%
$18.5B
$849,000 0.02% of portfolio
10,408
Q4 2024 New
$314B
$795,000 0.02% of portfolio
3,229
Q4 2024 New
$69.8B
$757,000 0.02% of portfolio
2,522
Q4 2024 Reduced 4.61%
$13.5B
$624,000 0.01% of portfolio
11,499
Q4 2024 Reduced 11.02%
$10.8B
$531,000 0.01% of portfolio
2,256
Q4 2024 Reduced 2.55%
$2.4B
$517,000 0.01% of portfolio
14,116
Q4 2024 New
$24.4B
$509,000 0.01% of portfolio
2,050
Q4 2024 New
$28.9B
$435,000 0.01% of portfolio
3,046
Q4 2024 New
$4.46B
$338,000 0.01% of portfolio
1,374
Q4 2024 New
$17.1B
$262,000 0.01% of portfolio
1,051
Q4 2024 New
$2.91B
$244,000 0.01% of portfolio
4,017
Q4 2024 New
$1.5B
$239,000 0.01% of portfolio
17,015
Q4 2024 Added 44.61%
$10.4B
$202,000 0.0% of portfolio
1,017
Q4 2024 New
$404M
$198,000 0.0% of portfolio
16,743
Q4 2024 New
$737M
$79,000 0.0% of portfolio
16,058
Q3 2023 New
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