Lake Point Wealth Management Spdr S&P Kensho Intelligent St Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
Shares
2 transactions
Others Institutions Holding SIMS
# of Institutions
16Shares Held
83.6KCall Options Held
0Put Options Held
0-
Sfi Advisors, LLC Montclair, NJ13.4KShares$416,5980.32% of portfolio
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Lpl Financial LLC Fort Mill, SC11.7KShares$362,5610.0% of portfolio
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Comprehensive Money Management Services LLC Coral Gables, FL11.2KShares$347,7650.32% of portfolio
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Cary Street Partners Financial LLC Richmond, VA10.4KShares$324,0650.01% of portfolio
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Eqis Capital Management, Inc. San Rafael, CA10.1KShares$312,8360.03% of portfolio