Lake Point Wealth Management Invesco Exchange Traded Fd Tr Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
Shares
	  2 transactions
	
  Others Institutions Holding RDIV
# of Institutions
132Shares Held
6.6MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY1.05MShares$53.5 Million0.0% of portfolio
- 
    
      Heartwood Wealth Advisors LLC724KShares$37 Million3.69% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC582KShares$29.7 Million0.01% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC551KShares$28.1 Million0.0% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA340KShares$17.4 Million0.0% of portfolio