Dakota Wealth Management
Position in IVE — iShares S&P 500 Value ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IVE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IVE | $209,671 | 993 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 IVE | $207,828 | 980 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 IVE | $201,966 | 978 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||