Number of Shares
3,722.00
Current Holdings Value*
$3.52 Mil
% of Portfolio
0.08%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
15.59%

Dakota Wealth Management's BlackRock Inc Holding Summary

As of 2025-03-31, Dakota Wealth Management held 3,722.00 shares of BlackRock Inc(BLK), totaling $3.52 Mil. This investment constitutes 0.08% of their stock portfolio, and Dakota Wealth Management now holds 0% of the outstanding BlackRock Inc(BLK) stock.

The initial trade took place in 2018Q2. And since then Dakota Wealth Management has made 11 purchases of BLK, at an average price of $825.80, for a total of 21,013.00 shares. In addition, there have been 11 sales at an average price of $923.10 for 17,291.00 shares. Based on historical transaction data and BLK's current price of $1100.41, Dakota Wealth Management's estimated gain on his BLK holdings is $2.70 Mil, reflecting a 15.59% gain to date.

Dakota Wealth Management BLK ($1100.41) Holding Chart

Dakota Wealth Management BLK ($1100.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1