Lake Point Wealth Management Ishares Inc Msci Global Energy Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$18.28 - $23.15 $9,542 - $12,084	-522 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$17.12 - $19.43 $8,936 - $10,142	522 New	522 $9,000

Others Institutions Holding FILL

# of Institutions

43

Shares Held

1.14M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

305K
Shares

$7.83 Million
0.0% of portfolio
Ars Investment Partners, LLC

147K
Shares

$3.77 Million
0.37% of portfolio
Planned Solutions, Inc.

112K
Shares

$2.88 Million
1.14% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

75.8K
Shares

$1.95 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

72.9K
Shares

$1.87 Million
0.0% of portfolio

About ISHARES INC MSCI GLOBAL ENERGY

Ticker FILL
Sector ETFs
Industry ETFs

More about FILL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.