Dakota Wealth Management
Position in IYE — iShares U.S. Energy ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IYE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IYE | $462,975 | 7,148 | Shares | Sole | 2026-05-07 | |
| 2024-06-30 IYE | $259,680 | 5,410 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 IYE | $267,254 | 5,410 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||