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Institutional Investment Manager
Dakota Wealth Management
Dakota Wealth Management (CIK: 0001631353) incorporated in Florida, located at 11376 N. Jog Rd., Palm Beach Gardens, FL. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 53 holdings with a total value of $154,024,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 PROVIDENT BANCORP INC 11,300 176,000 0.11%
52 SPIRIT RLTY CAP INC NEW 12,000 160,000 0.10%
53 POWERSHARES ETF TR II 12,700 141,000 0.09%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004474, filed 2016.10.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.