Lake Point Wealth Management Two Rds Shared Tr Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Jun 03, 2019	SELL	N/A	-117 Reduced 42.7%	157 $2,000
Q4 2018 Aug 07, 2019	BUY	N/A	117 Added 74.52%	274 $3,000
Q4 2018 Feb 21, 2019	BUY	N/A	157 New	157 $2,000

Others Institutions Holding AFIF

# of Institutions

23

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

First International Bank & Trust Watford City, ND

7.62M
Shares

$69.6 Million
23.94% of portfolio
Darwin Advisors, LLC

1.68M
Shares

$15.3 Million
4.38% of portfolio
Foundations Investment Advisors, LLC

1.14M
Shares

$10.4 Million
0.29% of portfolio
Geo Wealth Management, LLC Chicago, IL

346K
Shares

$3.16 Million
0.13% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

151K
Shares

$1.38 Million
0.0% of portfolio

About TWO RDS SHARED TR

Ticker AFIF
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