Lake Point Wealth Management Fidelity Covington Tr Momentum Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
Shares
	  3 transactions
	
  Others Institutions Holding FDMO
# of Institutions
84Shares Held
3.01MCall Options Held
0Put Options Held
0- 
    
      Envestnet Asset Management Inc1.19MShares$98.3 Million0.03% of portfolio
- 
    
      Great Lakes Retirement, Inc. Sandusky, OH229KShares$18.9 Million2.06% of portfolio
- 
    
      Portfolio Strategies, Inc.148KShares$12.2 Million1.46% of portfolio
- 
    
      Cetera Investment Advisers Schaumburg, IL141KShares$11.7 Million0.02% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL130KShares$10.8 Million0.0% of portfolio