test

Kayla Berg

@Dakota Wealth Management

Latest period2024 - Q4ReportedManaged Assets$4.348BTotal holdings748
Assets growth rate-1.74%Assets growth rate (2-Q avg)1.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dakota Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 748 positions.

Assets under management

The assets under management (AUM) of Dakota Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 4.348B in assets, with a quarterly growth rate of -1.74% and a 2-quarter average growth rate of 1.14%. The portfolio is managed by Kayla Berg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$16.156M
17,015 shares@ $949.53 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$8.347M
21,748 shares@ $383.83 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Exited
0%
$2.925M
18,073 shares@ $161.84 avg price
OSOnestream Inc
Recent Activity
Exited
0%
$2.412M
71,159 shares@ $33.9 avg price
5951⤦Micron Technology Inc
Recent Activity
Exited
0%
$2.074M↑ Call
20,000 shares@ $103.71 avg price
BLDRBuilders Firstsource Inc
Recent Activity
Exited
0%
$1.947M
10,045 shares@ $193.86 avg price
PSEPInnovator Etfs Trust
Recent Activity
Exited
0%
$1.727M
44,824 shares@ $38.54 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.325M
1,624 shares@ $816.09 avg price
WELLWelltower Inc
Recent Activity
Exited
0%
$1.195M
9,336 shares@ $128.03 avg price
ASPNAspen Aerogels Inc
Recent Activity
Exited
0%
$986,022
35,609 shares@ $27.7 avg price