Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LAKE POINT WEALTH MANAGEMENT 07-19-2022 06-30-2022 493 176,032,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DXC TECHNOLOGY CO COM 201 $9,000 298 0.01 0.00 0 0.00 06-30-2022
CHIMERA INVT CORP COM NEW 202 $9,000 1,000 0.01 0.01 0 0.00 06-30-2022
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 203 $8,000 100 0.00 0.00 0 0.00 06-30-2022
SSGA ACTIVE ETF TR SPDR TR TACTIC 204 $8,000 179 0.00 0.00 0 0.00 06-30-2022
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