Lake Point Wealth Management First Tr ETF Iii Instl Pfd Sec Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
Shares
1 transactions
Others Institutions Holding FPEI
# of Institutions
165Shares Held
51.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$220 Million0.02% of portfolio
-
Ubs Group Ag7.37MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.52MShares$85.5 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A63.08MShares$58.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$54.4 Million0.03% of portfolio