Dakota Wealth Management
Position in MGMT — BALLAST SMALL/MID CAP ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in MGMT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MGMT | $6,562,999 | 145,463 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 MGMT | $6,592,668 | 148,718 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||