Number of Shares
874,187.00
Current Holdings Value*
$783.04 Mil
% of Portfolio
16.49%
Total Estimate Gain
$254.47 Mil
% of Total Estimate Gain
44.08%

Dakota Wealth Management's KLA Corp Holding Summary

As of 2025-06-30, Dakota Wealth Management held 874,187.00 shares of KLA Corp(KLAC), totaling $783.04 Mil. This investment constitutes 16.49% of their stock portfolio, and Dakota Wealth Management now holds 0.66% of the outstanding KLA Corp(KLAC) stock.

The initial trade took place in 2024Q1. And since then Dakota Wealth Management has made 2 purchases of KLAC, at an average price of $642.30, for a total of 898,695.00 shares. In addition, there have been 4 sales at an average price of $723.43 for 24,508.00 shares. Based on historical transaction data and KLAC's current price of $931.12, Dakota Wealth Management's estimated gain on his KLAC holdings is $254.47 Mil, reflecting a 44.08% gain to date.

Dakota Wealth Management KLAC ($931.12) Holding Chart

Dakota Wealth Management KLAC ($931.12) 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 %

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