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
INTEGRA LIFESCIENCES HLDGS C COM NEW 251 $7,000 137 0.00 0.00 0 0.00 06-30-2022
HERTZ GLOBAL HLDGS INC COM NEW 252 $7,000 462 0.00 0.01 -300 -39.37 06-30-2022
MASTERCARD INCORPORATED CL A 253 $7,000 23 0.00 0.00 0 0.00 06-30-2022
APPIAN CORP CL A 254 $7,000 147 0.00 0.00 0 0.00 06-30-2022
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