Lake Point Wealth Management Ishares Tr Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
Shares
5 transactions
Others Institutions Holding ITA
# of Institutions
901Shares Held
22.2MCall Options Held
1.04MPut Options Held
444K-
Bank Of America Corp Charlotte, NC3MShares$619 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.84MShares$379 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$308 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA893KShares$184 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN778KShares$160 Million0.04% of portfolio