DWM
LUCK

Dakota Wealth Management’s Lucky Strike Entertainment LUCK Stock Holding History

Dakota Wealth Management’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20,000
Closed -$205K – 825
2025
Q3 		$205K Sell
20,000
-6,055
-23% -$60.9K ﹤0.01% 622
2025
Q2 		$238K Hold
26,055
– – 0.01% 679
2025
Q1 		$254K Buy
26,055
+4,055
+18% +$42.5K 0.01% 661
2024
Q4 		$220K Hold
22,000
– – 0.01% 691
2024
Q3 		$258K Hold
22,000
– – 0.01% 629
2024
Q2 		$319K Hold
22,000
– – 0.01% 572
2024
Q1 		$301K Hold
22,000
– – 0.01% 581
2023
Q4 		$312K Hold
22,000
– – 0.01% 507
2023
Q3 		$212K Hold
22,000
– – 0.01% 585
2023
Q2 		$256K Hold
22,000
– – 0.01% 525
2023
Q1 		$373K Hold
22,000
– – 0.02% 421
2022
Q4 		$297K Buy
22,000
+2,000
+10% +$27.1K 0.02% 446
2022
Q3 		$246K Hold
20,000
– – 0.02% 458
2022
Q2 		$212K Hold
20,000
– – 0.02% 438
2022
Q1 		$213K Buy
+20,000
New +$185K 0.02% 410

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return