Lake Point Wealth Management Spdr S&P Kensho Intelligent St 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	$28.42 - $32.88 $2,898 - $3,353	-102 Closed	0 $0
Q4 2018 Feb 21, 2019	BUY	N/A	102 New	102 $2,000

Others Institutions Holding SIMS

# of Institutions

16

Shares Held

83.6K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

13.4K
Shares

$426,939
0.32% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7K
Shares

$371,561
0.0% of portfolio
Comprehensive Money Management Services LLC Coral Gables, FL

11.2K
Shares

$356,397
0.32% of portfolio
Cary Street Partners Financial LLC Richmond, VA

10.4K
Shares

$332,110
0.01% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

10.1K
Shares

$320,602
0.03% of portfolio

About SPDR S&P KENSHO INTELLIGENT ST

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