Dakota Wealth Management

Q1 2024 13F Holdings Report, Options Holdings

Signature - Title
Kayla Berg - Chief Compliance Officer
Location
Palm Beach Gardens, FL
Options holdings as of
March 31, 2024
Notional value $
$23.9M
Number of holdings
0
Date filed
4/24/2024, 05:03 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q4 2023 - Jan 30, 2024
Stock holdings
Showing options holdings, see here for stock holdings
Sym Company Class Option Share Change Activity * Price $ Shares Notional Value
Filing 2024 Q1 compared to 2023 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kayla Berg Chief Compliance Officer Palm Beach Gardens, Florida 4/24/2024

Other Included Managers (16):

Num Name File Number
1 Ziegler
2 WCM
3 Schafer Cullen
4 Sadoff Investment Management
5 Renaissance
6 Natixis
7 Polen Capital
8 Karpus Management Inc.
9 HGK
10 First Fiduciary Investment Counsel Inc.
11 Eagle Asset Management
12 Boston Partners
13 Brown Advisory
14 ClearBridge
15 Lazard
16 Chartwell