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
53Shares Held
3.1MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.07MShares$74.4 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL1.01MShares$70.2 Million0.06% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH232KShares$16.2 Million1.96% of portfolio
-
Cetera Investment Advisers Schaumburg, IL88.8KShares$6.2 Million0.01% of portfolio
-
Ae Wealth Management LLC79.4KShares$5.54 Million0.05% of portfolio