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
LEALear Corp
Recent Activity
Exited
0%
$885,753
8,115 shares@ $109.16 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$555,360
1,068 shares@ $520.0 avg price
KSSKohls Corp
Recent Activity
Exited
0%
$551,934
26,158 shares@ $21.11 avg price
TFLOIshares Tr
Recent Activity
Exited
0%
$488,392
9,652 shares@ $50.61 avg price
NVTNvent Electric Plc
Recent Activity
Exited
0%
$474,888
6,759 shares@ $70.27 avg price
BGSB & G Foods Inc New
Recent Activity
Exited
0%
$408,631
46,017 shares@ $8.89 avg price
SMHVaneck Etf Trust
Recent Activity
Exited
0%
$370,875
1,511 shares@ $245.46 avg price
DGICADonegal Group Inc
Recent Activity
Exited
0%
$356,797
24,206 shares@ $14.75 avg price
GPCGenuine Parts Co
Recent Activity
Exited
0%
$354,017
2,534 shares@ $139.71 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$318,167
2,684 shares@ $118.55 avg price