Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in MUC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,489,940 | 234,900 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $2,517,200 | 232,000 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $2,422,686 | 234,076 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $2,539,083 | 237,076 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $1,979,050 | 186,176 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $1,495,019 | 129,776 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $1,490,463 | 134,276 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $1,478,378 | 134,276 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,494,491 | 134,276 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $1,590,802 | 166,402 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $1,792,983 | 165,252 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $1,555,533 | 140,645 | Shares | Sole | 2023-04-14 |
| 2022-12-31 | $1,353,723 | 126,045 | Shares | Other | 2023-02-08 |
| 2020-09-30 | $194,671 | 13,925 | Shares | Sole | 2020-11-04 |
| 2020-06-30 | $838,262 | 59,325 | Shares | Other | 2020-08-07 |
| 2020-03-31 | $790,802 | 59,325 | Shares | Other | 2020-04-29 |