Lake Point Wealth Management Spdr S&P Kensho Future Securit Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$36.23 - $39.58 $3,731 - $4,076	-103 Closed	0 $0
Q4 2018 Feb 21, 2019	BUY	N/A	103 New	103 $3,000

Others Institutions Holding FITE

# of Institutions

38

Shares Held

848K

Call Options Held

0

Put Options Held

0

Hughes Financial Services, LLC Herndon, VA

321K
Shares

$22.5 Million
3.96% of portfolio
Lpl Financial LLC Fort Mill, SC

188K
Shares

$13.2 Million
0.0% of portfolio
Frederick Financial Consultants, LLC Frederick, MD

152K
Shares

$10.6 Million
6.88% of portfolio
Ubs Group Ag

54.7K
Shares

$3.83 Million
0.0% of portfolio
Core Cap Advisors, LLC Southfield, MI

16.7K
Shares

$1.17 Million
0.05% of portfolio

About SPDR S&P KENSHO FUTURE SECURIT

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