Lake Point Wealth Management Spdr Bloomberg Investment Grad 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	N/A	-326 Closed	0 $0
Q1 2019 Aug 07, 2019	BUY	N/A	326 New	326 $10,000

Others Institutions Holding FLRN

# of Institutions

328

Shares Held

55M

Call Options Held

200

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

3.46M
Shares

$107 Million
0.03% of portfolio
Wealthfront Advisers LLC

2.73M
Shares

$84.1 Million
0.29% of portfolio
Wells Fargo & Company San Francisco, CA

2.35M
Shares

$72.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.08M
Shares

$64.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.81M
Shares

$55.6 Million
0.03% of portfolio

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