Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in IPEX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $225,132 | 21,900 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $224,256 | 21,900 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $220,971 | 21,900 | Shares | Defined | 2025-07-16 |