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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. MED DVC ETF | 351 | $3,000 | 65 | 0.00 | 65 | +Inf | 06-30-2022 | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 352 | $3,000 | 74 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| FRESENIUS MED CARE AG&CO KGA | SPONSORED ADR | 353 | $3,000 | 119 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| STAR BULK CARRIERS CORP. | SHS PAR | 354 | $3,000 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
