Dakota Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

Dakota Wealth Management’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$278K	Hold	10,048	–	–	0.01%	667
2025 Q4	$233K	Hold	10,048	–	–	﹤0.01%	706
2025 Q3	$254K	Hold	10,048	–	–	0.01%	583
2025 Q2	$263K	Hold	10,048	–	–	0.01%	657
2025 Q1	$274K	Hold	10,048	–	–	0.01%	639
2024 Q4	$264K	Hold	10,048	–	–	0.01%	651
2024 Q3	$251K	Buy	+10,048	New	+$243K	0.01%	638

Other funds holding ARLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Jackson Hole Capital Partners Tulsa, Oklahoma $604M AUM 22.77% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return