Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,039,126 | 36,435 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $1,009,429 | 36,760 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $982,301 | 37,110 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $881,362 | 37,110 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $972,447 | 35,950 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $857,973 | 34,155 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $492,320 | 19,630 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $310,923 | 12,880 | Shares | Sole | 2024-04-24 |