Dakota Wealth Management
Position in AOR — iShares Core 60/40 Balanced Allocation ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in AOR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AOR | $3,231,013 | 50,210 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 AOR | $3,265,062 | 50,224 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 AOR | $3,454,051 | 53,651 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||