Lake Point Wealth Management New Holdings in Q2 2022

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
732K
New
$22.75 - $27.77 $16.7M - $20.3M
732K $17.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
164K
New
$75.68 - $77.74 $12.4M - $12.7M
164K $12.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
223K
New
$50.06 - $50.26 $11.1M - $11.2M
223K $11.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
262K
New
$30.92 - $35.31 $8.1M - $9.25M
262K $8.27M
BX
Blackstone Inc.

Financial Services
2.5K
New
$89.68 - $130.57 $224K - $326K
2.5K $228K
TGA
Transglobe Energy Corp

Energy
8.43K
New
$3.31 - $5.3 $27.9K - $44.7K
8.43K $29K
NOW
Service Now, Inc.

Technology
46
New
$412.25 - $574.82 $19K - $26.4K
46 $22K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
959
New
$11.35 - $13.23 $10.9K - $12.7K
959 $11K
VOE
Vanguard Mid Cap Value Index F

ETFs
88
New
$126.2 - $153.17 $11.1K - $13.5K
88 $11K
DFIV
Dimensional ETF Tr

ETFs
334
New
$28.66 - $33.84 $9.57K - $11.3K
334 $10K
JCPB
J P Morgan Exchange Traded Fd

ETFs
187
New
$47.05 - $50.89 $8.8K - $9.52K
187 $9K
IQLT
Ishares Msci Intl Quality Fact

ETFs
268
New
$30.11 - $37.35 $8.07K - $10K
268 $8K
PMO
Putnam Municipal Opportunities Trust

Financial Services
585
New
$10.51 - $11.94 $6.15K - $6.98K
585 $7K
KIM
Kimco Realty Corp

Real Estate
330
New
$18.75 - $26.35 $6.19K - $8.7K
330 $7K
USAC
Usa Compression Partners, LP

Energy
400
New
$14.97 - $19.98 $5.99K - $7.99K
400 $7K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
128
New
$45.73 - $49.5 $5.85K - $6.34K
128 $6K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
68
New
$81.27 - $102.58 $5.53K - $6.98K
68 $6K
PEAK
Healthpeak Properties, Inc.

Real Estate
200
New
$23.44 - $35.4 $4.69K - $7.08K
200 $5K
SO
Southern CO

Utilities
77
New
$65.39 - $76.51 $5.04K - $5.89K
77 $5K
KNOP
Knot Offshore Partners LP

Industrials
300
New
$15.6 - $18.79 $4.68K - $5.64K
300 $5K
USA
Liberty All Star Equity Fund

Financial Services
806
New
$5.89 - $8.16 $4.75K - $6.58K
806 $5K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
93
New
$49.84 - $51.62 $4.64K - $4.8K
93 $5K
WBD
Warner Bros. Discovery, Inc.

Communication Services
290
New
$13.17 - $26.0 $3.82K - $7.54K
290 $4K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
49
New
$91.41 - $91.49 $4.48K - $4.48K
49 $4K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
65
New
$47.65 - $62.2 $3.1K - $4.04K
65 $3K
SOXX
Ishares Semiconductor ETF

ETFs
8
New
$349.61 - $471.65 $2.8K - $3.77K
8 $3K
IHF
Ishares Tr

ETFs
13
New
$239.35 - $295.88 $3.11K - $3.85K
13 $3K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
142
New
$23.28 - $24.82 $3.31K - $3.52K
142 $3K
VXF
Vanguard Extended Market ETF

ETFs
20
New
$126.57 - $168.36 $2.53K - $3.37K
20 $3K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
73
New
$46.23 - $49.83 $3.37K - $3.64K
73 $3K
VGSH
Vanguard

ETFs
59
New
$58.29 - $59.37 $3.44K - $3.5K
59 $3K
EFV
Msci Eafe Value ETF

ETFs
59
New
$43.33 - $50.78 $2.56K - $3K
59 $3K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
New
$81.09 - $119.62 $2.03K - $2.99K
25 $3K
GLD
Spdr Gold Trust

ETFs
20
New
$168.46 - $184.65 $3.37K - $3.69K
20 $3K
TRGP
Targa Resources Corp.

Energy
42
New
$58.14 - $80.63 $2.44K - $3.39K
42 $3K
XLV
Select Sector Spdr Fund Health

ETFs
15
New
$119.89 - $142.83 $1.8K - $2.14K
15 $2K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
81
New
$28.62 - $30.13 $2.32K - $2.44K
81 $2K
HOOD
Robinhood Markets, Inc.

Technology
200
New
$6.89 - $13.83 $1.38K - $2.77K
200 $2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
30
New
$55.59 - $60.15 $1.67K - $1.8K
30 $2K
CLVR
Clever Leaves Holdings Inc.

Healthcare
2K
New
$0.13 - $0.43 $260 - $860
2K $2K
HBAN
Huntington Bancshares Inc

Financial Services
200
New
$11.84 - $14.44 $2.37K - $2.89K
200 $2K
XLP
Consumer Staples Sector Spdr

ETFs
31
New
N/A
31 $2K
EWC
Ishares Msci Canada ETF

ETFs
26
New
$33.06 - $40.62 $860 - $1.06K
26 $1K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
New
$66.73 - $79.1 $534 - $633
8 $1K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15
New
$99.0 - $100.08 $1.49K - $1.5K
15 $1K
PAA
Plains All American Pipeline LP

Energy
81
New
$9.59 - $11.98 $777 - $970
81 $1K
VB
Vanguard Small Cap ETF

ETFs
5
New
$170.7 - $214.67 $854 - $1.07K
5 $1K
SCHO
Schwab Short Term Us Treasury

ETFs
20
New
$48.73 - $49.59 $975 - $992
20 $1K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6
New
$102.76 - $125.99 $617 - $756
6 $1K
Activity Summary
Buys All Purchases 132 New Holdings 69 Increased Positions 63 Sells All Sells 77 Reductions 32 Sold out 45 Options Calls 0 Puts 0
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